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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Armis Advisers
Georgia
$532K -$31.8K -1,444 -5%
IA
27
Insight Advisors
Pennsylvania
$519K +$51K +2,312 +9%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$396K +$125K +5,670 +37%
IAN
29
Integrated Advisors Network
Texas
$381K +$442K +20,040 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$367K +$31.2K +1,417 +8%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$365K
MML Investors Services
32
MML Investors Services
Massachusetts
$359K +$16.9K +769 +4%
Creative Planning
33
Creative Planning
Kansas
$325K +$5.05K +229 +1%
FHWM
34
Fox Hill Wealth Management
Massachusetts
$305K -$8.53K -387 -2%
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$289K +$335K +15,192 New
SM
36
Sweeney & Michel
California
$259K +$344K +15,596 New
SPIA
37
Steward Partners Investment Advisory
New York
$253K +$16.2K +736 +6%
BMCM
38
Bryn Mawr Capital Management
Pennsylvania
$251K
CFD
39
Creative Financial Designs
Indiana
$250K +$260K +11,809 +886%
Ameriprise
40
Ameriprise
Minnesota
$246K +$34.2K +1,550 +14%
AWA
41
Acorn Wealth Advisors
Michigan
$243K -$9.76K -443 -3%
KPWS
42
Kestra Private Wealth Services
Texas
$234K +$56.8K +2,576 +26%
BAM
43
Belpointe Asset Management
Nevada
$233K +$271K +12,275 New
UCFA
44
United Capital Financial Advisors
Texas
$215K
AAS
45
Avantax Advisory Services
Texas
$209K +$243K +11,024 New
WPW
46
Waldron Private Wealth
Pennsylvania
$209K +$242K +11,000 New
WAAG
47
Wealth Alliance Advisory Group
Kansas
$208K
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$206K +$27.9K +1,265 +13%
AF
49
Apexium Financial
Texas
$203K
TCA
50
Transcend Capital Advisors
New Jersey
$202K -$2.6K -118 -1%