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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$393K +$76.1K +3,561 +25%
Osaic Holdings
27
Osaic Holdings
Arizona
$391K +$4.53K +212 +1%
Creative Planning
28
Creative Planning
Kansas
$371K -$24.2K -1,134 -6%
FHWM
29
Fox Hill Wealth Management
Massachusetts
$361K -$5.11K -239 -1%
EE
30
EWG Elevate
California
$339K +$330K +15,426 New
MWM
31
Merriman Wealth Management
Washington
$335K +$34.5K +1,612 +12%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$334K -$379K -17,705 -54%
AWA
33
Acorn Wealth Advisors
Michigan
$291K +$1.97K +92 +0.7%
BMCM
34
Bryn Mawr Capital Management
Pennsylvania
$290K
SPIA
35
Steward Partners Investment Advisory
New York
$276K +$26.7K +1,248 +11%
Ameriprise
36
Ameriprise
Minnesota
$251K +$244K +11,388 New
UCFA
37
United Capital Financial Advisors
Texas
$249K
PWM
38
Provident Wealth Management
Tennessee
$249K -$93.3K -4,364 -28%
WAAG
39
Wealth Alliance Advisory Group
Kansas
$241K
TCA
40
Transcend Capital Advisors
New Jersey
$236K +$4.08K +191 +2%
AF
41
Apexium Financial
Texas
$235K +$228K +10,666 New
Lido Advisors
42
Lido Advisors
California
$228K +$222K +10,376 New
KPWS
43
Kestra Private Wealth Services
Texas
$214K -$46.8K -2,190 -18%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$211K +$205K +9,574 New
HHGA
45
Halbert Hargrove Global Advisors
California
$211K +$205K +9,570 New
KFI
46
Key Financial Inc
Pennsylvania
$208K
GWM
47
Geneos Wealth Management
Colorado
$206K
GS
48
GWN Securities
Florida
$202K +$182K +8,527 New
SAM
49
Sherman Asset Management
California
$199K +$193K +9,035 New
SAM
50
Smartleaf Asset Management
Massachusetts
$139K -$2.22K -104 -2%