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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$544K +$68K +3,231 +17%
IAN
27
Integrated Advisors Network
Texas
$530K +$32.2K +1,531 +8%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$529K +$14.7K +699 +3%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$472K
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$448K -$21.8K -1,035 -5%
Creative Planning
31
Creative Planning
Kansas
$447K +$23.1K +1,099 +6%
GS
32
GWN Securities
Florida
$423K -$2.63M -125,025 -88%
FHWM
33
Fox Hill Wealth Management
Massachusetts
$390K -$3.11K -148 -0.9%
SM
34
Sweeney & Michel
California
$385K +$4.21K +200 +1%
IA
35
Integrity Alliance
Iowa
$374K -$427K -20,284 -57%
WPW
36
Waldron Private Wealth
Pennsylvania
$373K +$87.8K +4,175 +38%
KPWS
37
Kestra Private Wealth Services
Texas
$364K +$52.6K +2,500 +20%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$363K -$9.07K -431 -3%
BMCM
39
Bryn Mawr Capital Management
Pennsylvania
$324K
AFP
40
Ausdal Financial Partners
Iowa
$318K +$272K +12,934 New
AAS
41
Avantax Advisory Services
Texas
$311K +$34.6K +1,644 +15%
CSP
42
Cary Street Partners
Virginia
$307K +$263K +12,489 New
BAM
43
Belpointe Asset Management
Nevada
$305K +$3.32K +158 +1%
SPIA
44
Steward Partners Investment Advisory
New York
$297K -$25.4K -1,209 -9%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$287K +$17.8K +846 +8%
TCA
46
Transcend Capital Advisors
New Jersey
$254K -$5.26K -250 -2%
VA
47
Valmark Advisers
Ohio
$254K +$217K +10,336 New
IFG
48
Independent Financial Group
California
$238K -$10.9K -518 -5%
KFI
49
Key Financial Inc
Pennsylvania
$232K
Lido Advisors
50
Lido Advisors
California
$230K +$197K +9,358 New