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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.13M +$183K +6,121 +19%
CFP
27
Cascade Financial Partners
California
$1.11M +$4.93K +165 +0.4%
BI
28
Breachway Investments
Rhode Island
$1.01M +$1.04M +34,781 New
IAN
29
Integrated Advisors Network
Texas
$938K +$150K +5,022 +18%
IA
30
Insight Advisors
Pennsylvania
$871K +$11K +368 +1%
NL
31
NWAM LLC
Washington
$796K -$65.8K -2,204 -8%
MML Investors Services
32
MML Investors Services
Massachusetts
$793K +$155K +5,180 +23%
Creative Planning
33
Creative Planning
Kansas
$675K +$103K +3,435 +17%
AA
34
Armis Advisers
Georgia
$659K +$683K +22,863 New
HG
35
Herbst Group
Connecticut
$645K +$662K +22,148 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$640K -$49.8K -1,667 -7%
KPWS
37
Kestra Private Wealth Services
Texas
$619K +$11K +368 +2%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$581K +$8.21K +275 +1%
AFP
39
Ausdal Financial Partners
Iowa
$580K +$4.69K +157 +0.8%
WFA
40
WMG Financial Advisors
Tennessee
$558K +$245K +8,200 +75%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$542K +$555K +18,583 New
SM
42
Sweeney & Michel
California
$490K +$10.3K +345 +2%
VA
43
Valmark Advisers
Ohio
$472K +$75.8K +2,537 +19%
WPW
44
Waldron Private Wealth
Pennsylvania
$455K +$13.3K +446 +3%
SPIA
45
Steward Partners Investment Advisory
New York
$448K +$21.2K +708 +5%
IA
46
Integrity Alliance
Iowa
$442K -$1.88K -63 -0.4%
FHWM
47
Fox Hill Wealth Management
Massachusetts
$427K -$27.2K -909 -6%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$412K +$59.4K +1,987 +16%
GS
49
GTS Securities
Florida
$404K +$414K +13,864 New
Mariner
50
Mariner
Kansas
$401K +$411K +13,744 New