Wisdomtree Tr shares owned by Sweeney & Michel
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Sweeney & Michel
from 13F filings
Historical chart of Sweeney & Michel investment in Wisdomtree Tr
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All positions including Wisdomtree Tr held by Sweeney & Michel consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wisdomtree Tr by Sweeney & Michel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $458k | 16k | 29.01 |
| 2025-06-30 | $385k | 16k | 24.37 |
| 2025-03-31 | $259k | 16k | 16.58 |
| 2024-09-30 | $265k | 13k | 20.53 |
| 2024-06-30 | $335k | 16k | 21.51 |
| 2024-03-31 | $272k | 14k | 20.18 |
| 2023-09-30 | $186k | 11k | 17.26 |