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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$517K +$512K +25,936 New
FHA
27
Flagship Harbor Advisors
Massachusetts
$458K +$51.6K +2,615 +13%
IA
28
Insight Advisors
Pennsylvania
$404K +$88.8K +4,498 +29%
GS
29
GTS Securities
Florida
$368K +$364K +18,453 New
Creative Planning
30
Creative Planning
Kansas
$359K -$29.7K -1,505 -8%
Osaic Holdings
31
Osaic Holdings
Arizona
$350K -$66.2K -3,351 -16%
MML Investors Services
32
MML Investors Services
Massachusetts
$347K -$126K -6,375 -27%
FHWM
33
Fox Hill Wealth Management
Massachusetts
$332K -$10.7K -543 -3%
PWM
34
Provident Wealth Management
Tennessee
$312K -$151K -7,637 -33%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$285K +$283K +14,312 New
MWM
36
Merriman Wealth Management
Washington
$272K -$19.5K -989 -7%
SM
37
Sweeney & Michel
California
$264K -$53.5K -2,707 -17%
BMCM
38
Bryn Mawr Capital Management
Pennsylvania
$263K +$260K +13,188 New
AWA
39
Acorn Wealth Advisors
Michigan
$262K
KPWS
40
Kestra Private Wealth Services
Texas
$238K +$7.5K +380 +3%
WWM
41
Western Wealth Management
Colorado
$232K +$5.13K +260 +2%
SPIA
42
Steward Partners Investment Advisory
New York
$225K +$52.3K +2,649 +31%
UCFA
43
United Capital Financial Advisors
Texas
$225K
KA
44
Kovack Advisors
Florida
$221K -$53.4K -2,704 -20%
WAAG
45
Wealth Alliance Advisory Group
Kansas
$218K
TCA
46
Transcend Capital Advisors
New Jersey
$210K +$4.62K +234 +2%
KFI
47
Key Financial Inc
Pennsylvania
$189K
GWM
48
Geneos Wealth Management
Colorado
$187K
UBS Group
49
UBS Group
Switzerland
$139K +$138K +6,983 New
SAM
50
Smartleaf Asset Management
Massachusetts
$128K +$1.13K +57 +0.9%