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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
26
First Command Advisory Services
Texas
$444K +$34.3K +1,662 +83%
MWAM
27
Manhattan West Asset Management
California
$441K +$438K +21,220 New
KWM
28
Kingsview Wealth Management
Oregon
$432K +$67.7K +3,280 +19%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$412K -$51.7K -2,504 -11%
Jane Street
30
Jane Street
New York
$368K -$2.19M -106,253 -86%
FHWM
31
Fox Hill Wealth Management
Massachusetts
$356K +$354K +17,150 New
MSAM
32
Moloney Securities Asset Management
Missouri
$346K
FHA
33
Flagship Harbor Advisors
Massachusetts
$326K +$325K +15,712 New
Creative Planning
34
Creative Planning
Kansas
$296K +$294K +14,256 New
SM
35
Sweeney & Michel
California
$272K +$278K +13,460 New
WWM
36
Western Wealth Management
Colorado
$239K +$237K +11,493 New
MWM
37
Merriman Wealth Management
Washington
$239K +$237K +11,490 New
CAN
38
Cetera Advisor Networks
California
$238K +$236K +11,446 New
IA
39
Insight Advisors
Pennsylvania
$237K +$236K +11,414 New
WAAG
40
Wealth Alliance Advisory Group
Kansas
$227K +$867 +42 +0.4%
HHGA
41
Halbert Hargrove Global Advisors
California
$209K +$208K +10,071 New
MAG
42
MRA Advisory Group
New Jersey
$201K -$20.7K -1,000 -9%
GWM
43
Geneos Wealth Management
Colorado
$195K
KFI
44
Key Financial Inc
Pennsylvania
$167K +$62.4K +3,020 +60%
SAM
45
Smartleaf Asset Management
Massachusetts
$135K +$2.11K +102 +2%
SPIA
46
Steward Partners Investment Advisory
New York
$112K +$38.4K +1,860 +53%
AF
47
Allworth Financial
California
$83.5K +$83K +4,021 New
CIBC Private Wealth Group
48
CIBC Private Wealth Group
Georgia
$58.5K +$58K +2,810 New
SFC
49
SYM Financial Corp
Indiana
$57.8K +$21 +1 +0%
HI
50
Harbour Investments
Wisconsin
$50.1K +$6.22K +301 +14%