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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$43.1M +$7.67M +194,228 +27%
HWM
2
Horizon Wealth Management
Illinois
$17M -$7.56M -191,412 -35%
Ameriprise
3
Ameriprise
Minnesota
$15.6M +$1.82M +46,068 +16%
KAS
4
Kestra Advisory Services
Texas
$14.3M +$771K +19,515 +7%
HP
5
Hancock Prospecting
Australia
$13M – – –
ASN
6
Advisory Services Network
Georgia
$12.8M -$105K -2,650 -1%
QA
7
Quattro Advisors
Pennsylvania
$11.8M -$139K -3,527 -1%
AssetMark Inc
8
AssetMark Inc
California
$11.4M -$6.33M -160,229 -40%
JP Morgan Chase
9
JP Morgan Chase
New York
$10.4M -$1.2M -30,409 -12%
Jane Street
10
Jane Street
New York
$9.69M +$8.07M +204,190 New
AWMS
11
Advocacy Wealth Management Services
Georgia
$9.42M -$1.13M -28,550 -13%
Raymond James Financial
12
Raymond James Financial
Florida
$8.61M +$2.41M +61,097 +51%
Bank of America
13
Bank of America
North Carolina
$6.7M -$720K -18,215 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.71M +$81.2K +2,054 +2%
PFS
15
Prospera Financial Services
Texas
$4.75M +$27K +683 +0.7%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.73M +$217K +5,488 +6%
Truist Financial
17
Truist Financial
North Carolina
$4.52M -$339K -8,587 -8%
PWM
18
Perigon Wealth Management
California
$3.98M +$18.1K +459 +0.5%
TWM
19
Tradition Wealth Management
Minnesota
$3.73M +$262K +6,643 +9%
BCM
20
Berbice Capital Management
New York
$3.56M +$1.93M +48,719 +186%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$3.35M -$904K -22,875 -24%
AF
22
Advisornet Financial
Minnesota
$3.34M -$19.6K -496 -0.7%
CL
23
CLG LLC
California
$3.26M +$2.72M +68,756 New
Stifel Financial
24
Stifel Financial
Missouri
$3.1M +$12K +304 +0.5%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.02M -$74.8K -1,893 -3%
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