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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$335K Buy
15,242
+1,612
+12% +$35.5K 0.01% 159
2024
Q3 		$272K Sell
13,630
-989
-7% -$19.7K 0.01% 184
2024
Q2 		$305K Buy
14,619
+3,129
+27% +$65.4K 0.01% 171
2024
Q1 		$239K Buy
+11,490
New +$239K 0.01% 181