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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$315K +$277K +15,223 New
WAAG
27
Wealth Alliance Advisory Group
Kansas
$226K
MAG
28
MRA Advisory Group
New Jersey
$221K -$1.81M -99,470 -90%
Mariner
29
Mariner
Kansas
$215K +$189K +10,386 New
GWM
30
Geneos Wealth Management
Colorado
$194K +$10.9K +600 +7%
WSC
31
Wellington Shields & Co
New York
$176K +$155K +8,500 New
SAM
32
Smartleaf Asset Management
Massachusetts
$134K +$116K +6,388 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$118K +$102K +5,584 +4,017%
KFI
34
Key Financial Inc
Pennsylvania
$104K
PO
35
Private Ocean
California
$95K +$83.6K +4,590 New
WSCM
36
Wellington Shields Capital Management
New York
$93.1K +$82K +4,500 New
SPIA
37
Steward Partners Investment Advisory
New York
$72.7K +$3.02K +166 +5%
SFC
38
SYM Financial Corp
Indiana
$57.6K +$109 +6 +0.2%
HI
39
Harbour Investments
Wisconsin
$43.7K +$73 +4 +0.2%
FCAS
40
First Command Advisory Services
Texas
$41.4K -$24.2K -1,330 -40%
PA
41
PSI Advisors
Florida
$31.8K +$25.1K +1,378 +861%
Morgan Stanley
42
Morgan Stanley
New York
$23.3K +$20.5K +1,125 New
CHA
43
Carmichael Hill & Associates
Maryland
$22.2K +$19.5K +1,071 New
PWMG
44
Prestige Wealth Management Group
New Jersey
$21.7K
EWM
45
EPG Wealth Management
Georgia
$20.9K
JFA
46
JNBA Financial Advisors
Minnesota
$20.7K
Simplex Trading
47
Simplex Trading
Illinois
$19K -$37.9K -2,079 -69%
UB
48
UMB Bank
Missouri
$15.9K
JP Morgan Chase
49
JP Morgan Chase
New York
$15.8K +$13.9K +762 New
AA
50
Ancora Advisors
Ohio
$15.5K