SWEENEY & MICHEL, LLC
Position in WTAI — WisdomTree Artificial Intelligence and Innovation Fund
CIK 1979556
CHICO, CA
All Filings in WTAI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 WTAI | $478,159 | 16,938 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 WTAI | $470,348 | 16,141 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 WTAI | $451,133 | 15,796 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 WTAI | $387,949 | 15,796 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 WTAI | $296,324 | 15,596 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 WTAI | $256,758 | 12,883 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 WTAI | $325,706 | 15,590 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 WTAI | $279,564 | 13,460 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 WTAI | $188,031 | 10,794 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||