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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
51
Waldron Private Wealth
Pennsylvania
$742K
SPIA
52
Steward Partners Investment Advisory
New York
$738K -$2.85K -72 -0.5%
SM
53
Sweeney & Michel
California
$693K -$4.11K -104 -0.6%
BMCM
54
Bryn Mawr Capital Management
Pennsylvania
$598K -$16.4K -415 -3%
GWP
55
Gateway Wealth Partners
Wisconsin
$539K -$464K -11,740 -51%
OFG
56
Oxford Financial Group
Indiana
$468K
WWM
57
Western Wealth Management
Colorado
$467K -$14.2K -359 -4%
TWA
58
Tulsa Wealth Advisors
Oklahoma
$466K +$9.09K +230 +2%
EF
59
Evanson Financial
Virginia
$454K +$378K +9,565 New
AWA
60
Acorn Wealth Advisors
Michigan
$433K +$361K +9,132 New
HAG
61
HighPoint Advisor Group
Illinois
$433K +$5.1K +129 +1%
CA
62
COFG Advisors
Illinois
$429K -$9.52K -241 -3%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$426K
HighTower Advisors
64
HighTower Advisors
Illinois
$424K -$17.3K -437 -5%
Morgan Stanley
65
Morgan Stanley
New York
$420K +$15.2K +384 +5%
IAIM
66
International Assets Investment Management
Florida
$404K +$257K +6,500 +262%
PA
67
Procyon Advisors
Connecticut
$404K +$336K +8,515 New
KFI
68
Key Financial Inc
Pennsylvania
$402K -$35.2K -891 -10%
WHCI
69
W.H. Cornerstone Investments
Massachusetts
$398K
GWM
70
Geneos Wealth Management
Colorado
$386K
Cerity Partners
71
Cerity Partners
New York
$377K
CCA
72
Clearwater Capital Advisors
Illinois
$376K
SB
73
Strategic Blueprint
Georgia
$367K +$306K +7,741 New
SAM
74
Sherman Asset Management
California
$340K +$217K +5,491 +328%
AWA
75
Arkadios Wealth Advisors
Georgia
$332K +$276K +6,994 New