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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Waddell & Associates
Tennessee
$1.5M
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.34M +$263K +8,846 +23%
CFD
28
Creative Financial Designs
Indiana
$1.19M -$71.9K -2,419 -5%
BI
29
Breachway Investments
Rhode Island
$989K -$18.7K -630 -2%
AA
30
Armis Advisers
Georgia
$945K
NL
31
NWAM LLC
Washington
$744K +$8.12K +273 +1%
BCM
32
Berbice Capital Management
New York
$741K +$729K +24,501 +1,409%
IAN
33
Integrated Advisors Network
Texas
$727K -$192K -6,469 -20%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$723K +$109K +3,660 +17%
BAM
35
Belpointe Asset Management
Nevada
$706K +$376K +12,661 +103%
Creative Planning
36
Creative Planning
Kansas
$680K +$27.6K +929 +4%
VA
37
Valmark Advisers
Ohio
$653K +$206K +6,912 +43%
GWP
38
Gateway Wealth Partners
Wisconsin
$652K +$382K +12,856 +125%
AFP
39
Ausdal Financial Partners
Iowa
$553K -$9.07K -305 -2%
SM
40
Sweeney & Michel
California
$541K +$23.7K +797 +5%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$487K -$39.5K -1,328 -7%
CA
42
Clearstead Advisors
Ohio
$484K +$510K +17,150 New
MML Investors Services
43
MML Investors Services
Massachusetts
$467K -$318K -10,689 -39%
KPWS
44
Kestra Private Wealth Services
Texas
$465K -$141K -4,756 -22%
WFA
45
WMG Financial Advisors
Tennessee
$455K -$89.6K -3,015 -16%
WPW
46
Waldron Private Wealth
Pennsylvania
$441K
SPIA
47
Steward Partners Investment Advisory
New York
$441K +$7.22K +243 +2%
Citadel Advisors
48
Citadel Advisors
Florida
$435K +$458K +15,400 New
IA
49
Integrity Alliance
Iowa
$433K +$5.53K +186 +1%
Mariner
50
Mariner
Kansas
$423K +$37.4K +1,257 +9%