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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
26
Millennium Management
New York
$488K +$469K +23,362 New
PWM
27
Provident Wealth Management
Tennessee
$487K -$136K -6,749 -22%
Ameriprise
28
Ameriprise
Minnesota
$439K +$422K +21,030 New
Osaic Holdings
29
Osaic Holdings
Arizona
$437K -$227K -11,287 -35%
MWAM
30
Manhattan West Asset Management
California
$428K -$14.4K -718 -3%
FHA
31
Flagship Harbor Advisors
Massachusetts
$425K +$93.4K +4,649 +30%
Creative Planning
32
Creative Planning
Kansas
$408K +$106K +5,263 +37%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$361K -$179K -8,926 -34%
FHWM
34
Fox Hill Wealth Management
Massachusetts
$360K +$1.25K +62 +0.4%
SM
35
Sweeney & Michel
California
$335K +$42.8K +2,130 +16%
IA
36
Insight Advisors
Pennsylvania
$329K +$87.4K +4,355 +38%
MWM
37
Merriman Wealth Management
Washington
$305K +$62.8K +3,129 +27%
KA
38
Kovack Advisors
Florida
$288K +$276K +13,769 New
AWA
39
Acorn Wealth Advisors
Michigan
$274K +$264K +13,124 New
KPWS
40
Kestra Private Wealth Services
Texas
$241K +$232K +11,540 New
WWM
41
Western Wealth Management
Colorado
$238K -$2.31K -115 -1%
UCFA
42
United Capital Financial Advisors
Texas
$236K +$227K +11,300 New
WAAG
43
Wealth Alliance Advisory Group
Kansas
$229K
TCA
44
Transcend Capital Advisors
New Jersey
$215K +$207K +10,299 New
HHGA
45
Halbert Hargrove Global Advisors
California
$205K -$5.18K -258 -3%
AAS
46
Avantax Advisory Services
Texas
$201K +$193K +9,633 New
KFI
47
Key Financial Inc
Pennsylvania
$198K +$28.4K +1,415 +18%
GWM
48
Geneos Wealth Management
Colorado
$196K
SPIA
49
Steward Partners Investment Advisory
New York
$181K +$66K +3,285 +61%
IAIM
50
International Assets Investment Management
Florida
$146K +$140K +6,965 New