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WisdomTree Artificial Intelligence and Innovation Fund

名前 保有額 取引額 株数
増減
保有比率の
変化
LPL Financial
1
LPL Financial
California
$4312万 +$767万 +194,228 +27%
Horizon Wealth Management
2
Horizon Wealth Management
Illinois
$1703万 -$756万 -191,412 -35%
Ameriprise
3
Ameriprise
Minnesota
$1558万 +$182万 +46,068 +16%
Kestra Advisory Services
4
Kestra Advisory Services
Texas
$1427万 +$77.1万 +19,515 +7%
Hancock Prospecting
5
Hancock Prospecting
Australia
$1303万 – – –
Advisory Services Network
6
Advisory Services Network
Georgia
$1282万 -$10.5万 -2,650 -1%
QA
7
Quattro Advisors
Pennsylvania
$1182万 -$13.9万 -3,527 -1%
AssetMark Inc
8
AssetMark Inc
California
$1140万 -$633万 -160,229 -40%
JP Morgan Chase
9
JP Morgan Chase
New York
$1041万 -$120万 -30,409 -12%
Jane Street
10
Jane Street
New York
$969万 +$807万 +204,190 新規
Advocacy Wealth Management Services
11
Advocacy Wealth Management Services
Georgia
$942万 -$113万 -28,550 -13%
Raymond James Financial
12
Raymond James Financial
Florida
$861万 +$241万 +61,097 +51%
Bank of America
13
Bank of America
North Carolina
$670万 -$72万 -18,215 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$571万 +$8.12万 +2,054 +2%
Prospera Financial Services
15
Prospera Financial Services
Texas
$475万 +$2.7万 +683 +0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
$473万 +$21.7万 +5,488 +6%
Truist Financial
17
Truist Financial
North Carolina
$452万 -$33.9万 -8,587 -8%
Perigon Wealth Management
18
Perigon Wealth Management
California
$398万 +$1.81万 +459 +0.5%
Tradition Wealth Management
19
Tradition Wealth Management
Minnesota
$373万 +$26.2万 +6,643 +9%
BCM
20
Berbice Capital Management
New York
$356万 +$193万 +48,719 +186%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$335万 -$90.4万 -22,875 -24%
Advisornet Financial
22
Advisornet Financial
Minnesota
$334万 -$1.96万 -496 -0.7%
CL
23
CLG LLC
California
$326万 +$272万 +68,756 新規
Stifel Financial
24
Stifel Financial
Missouri
$310万 +$1.2万 +304 +0.5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$302万 -$7.48万 -1,893 -3%