¡Ya estamos en ! Descubre más
icono de WTAI

WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 43.1 M +USD 7.67 M +194,228 +27%
Horizon Wealth Management
2
Horizon Wealth Management
Illinois
USD 17 M -USD 7.56 M -191,412 -35%
Ameriprise
3
Ameriprise
Minnesota
USD 15.6 M +USD 1.82 M +46,068 +16%
Kestra Advisory Services
4
Kestra Advisory Services
Texas
USD 14.3 M +USD 771 k +19,515 +7%
Hancock Prospecting
5
Hancock Prospecting
Australia
USD 13 M – – –
Advisory Services Network
6
Advisory Services Network
Georgia
USD 12.8 M -USD 105 k -2,650 -1%
QA
7
Quattro Advisors
Pennsylvania
USD 11.8 M -USD 139 k -3,527 -1%
AssetMark Inc
8
AssetMark Inc
California
USD 11.4 M -USD 6.33 M -160,229 -40%
JP Morgan Chase
9
JP Morgan Chase
New York
USD 10.4 M -USD 1.2 M -30,409 -12%
Jane Street
10
Jane Street
New York
USD 9.7 M +USD 8.07 M +204,190 Nuevas
Advocacy Wealth Management Services
11
Advocacy Wealth Management Services
Georgia
USD 9.42 M -USD 1.13 M -28,550 -13%
Raymond James Financial
12
Raymond James Financial
Florida
USD 8.61 M +USD 2.41 M +61,097 +51%
Bank of America
13
Bank of America
North Carolina
USD 6.7 M -USD 720 k -18,215 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
USD 5.71 M +USD 81.2 k +2,054 +2%
Prospera Financial Services
15
Prospera Financial Services
Texas
USD 4.75 M +USD 27 k +683 +0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 4.73 M +USD 217 k +5,488 +6%
Truist Financial
17
Truist Financial
North Carolina
USD 4.52 M -USD 339 k -8,587 -8%
Perigon Wealth Management
18
Perigon Wealth Management
California
USD 3.98 M +USD 18.1 k +459 +0.5%
Tradition Wealth Management
19
Tradition Wealth Management
Minnesota
USD 3.73 M +USD 262 k +6,643 +9%
BCM
20
Berbice Capital Management
New York
USD 3.56 M +USD 1.93 M +48,719 +186%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
USD 3.35 M -USD 904 k -22,875 -24%
Advisornet Financial
22
Advisornet Financial
Minnesota
USD 3.34 M -USD 19.6 k -496 -0.7%
CL
23
CLG LLC
California
USD 3.26 M +USD 2.72 M +68,756 Nuevas
Stifel Financial
24
Stifel Financial
Missouri
USD 3.1 M +USD 12 k +304 +0.5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
USD 3.02 M -USD 74.8 k -1,893 -3%
1
2 3 4 5