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icono de WTAI

WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Waldron Private Wealth
51
Waldron Private Wealth
Pennsylvania
USD 742 k – – –
Steward Partners Investment Advisory
52
Steward Partners Investment Advisory
New York
USD 738 k -USD 2.84 k -72 -0.5%
Sweeney & Michel
53
Sweeney & Michel
California
USD 693 k -USD 4.11 k -104 -0.6%
Bryn Mawr Capital Management
54
Bryn Mawr Capital Management
Pennsylvania
USD 598 k -USD 16.4 k -415 -3%
Gateway Wealth Partners
55
Gateway Wealth Partners
Wisconsin
USD 539 k -USD 464 k -11,740 -51%
Oxford Financial Group
56
Oxford Financial Group
Indiana
USD 468 k – – –
Western Wealth Management
57
Western Wealth Management
Colorado
USD 467 k -USD 14.2 k -359 -4%
Tulsa Wealth Advisors
58
Tulsa Wealth Advisors
Oklahoma
USD 466 k +USD 9.09 k +230 +2%
Evanson Financial
59
Evanson Financial
Virginia
USD 454 k +USD 378 k +9,565 Nuevas
Acorn Wealth Advisors
60
Acorn Wealth Advisors
Michigan
USD 433 k +USD 361 k +9,132 Nuevas
HighPoint Advisor Group
61
HighPoint Advisor Group
Illinois
USD 433 k +USD 5.1 k +129 +1%
COFG Advisors
62
COFG Advisors
Illinois
USD 429 k -USD 9.5 k -241 -3%
Wealthcare Advisory Partners
63
Wealthcare Advisory Partners
Pennsylvania
USD 426 k – – –
HighTower Advisors
64
HighTower Advisors
Illinois
USD 424 k -USD 17.3 k -437 -5%
Morgan Stanley
65
Morgan Stanley
New York
USD 420 k +USD 15.2 k +384 +5%
IAIM
66
International Assets Investment Management
Florida
USD 404 k +USD 257 k +6,500 +262%
Procyon Advisors
67
Procyon Advisors
Connecticut
USD 404 k +USD 336 k +8,515 Nuevas
Key Financial Inc
68
Key Financial Inc
Pennsylvania
USD 402 k -USD 35.2 k -891 -10%
W.H. Cornerstone Investments
69
W.H. Cornerstone Investments
Massachusetts
USD 398 k – – –
Geneos Wealth Management
70
Geneos Wealth Management
Colorado
USD 386 k – – –
Cerity Partners
71
Cerity Partners
New York
USD 377 k – – –
Clearwater Capital Advisors
72
Clearwater Capital Advisors
Illinois
USD 376 k – – –
Strategic Blueprint
73
Strategic Blueprint
Georgia
USD 367 k +USD 306 k +7,741 Nuevas
Sherman Asset Management
74
Sherman Asset Management
California
USD 340 k +USD 217 k +5,491 +328%
Arkadios Wealth Advisors
75
Arkadios Wealth Advisors
Georgia
USD 332 k +USD 276 k +6,994 Nuevas
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