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Merriman Wealth Management’s WisdomTree Artificial Intelligence and Innovation Fund WTAI Stock Holding History

Merriman Wealth Management’s Portfolio WTAI Stock Details WTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$335K Buy
15,242
+1,612
+12% +$34.5K 0.01% 159
2024
Q3 		$272K Sell
13,630
-989
-7% -$19.5K 0.01% 184
2024
Q2 		$305K Buy
14,619
+3,129
+27% +$62.8K 0.01% 171
2024
Q1 		$239K Buy
+11,490
New +$237K 0.01% 181

Other funds holding WTAI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

Merriman Wealth Management's WTAI Position: Q4 2024 in Review

Merriman Wealth Management increased its WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stake by 12% in Q4 2024, buying an estimated $34.5K and bringing the position to 15,242 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #159.

Merriman Wealth Management first reported a position in WTAI in Q1 2024 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold WTAI as of Q4 2024.

  • Merriman Wealth Management held 15,242 shares of WisdomTree Artificial Intelligence and Innovation Fund worth $335K as of Q4 2024.
  • Merriman Wealth Management bought 1,612 WisdomTree Artificial Intelligence and Innovation Fund shares in Q4 2024, an estimated $34.5K.
  • WisdomTree Artificial Intelligence and Innovation Fund made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #159 holding.
  • Merriman Wealth Management first reported a position in WisdomTree Artificial Intelligence and Innovation Fund in Q1 2024 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held WisdomTree Artificial Intelligence and Innovation Fund as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.