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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Smartleaf Asset Management
Massachusetts
$131K -$3.69K -184 -3%
PO
52
Private Ocean
California
$95.9K +$92.2K +4,590 New
AF
53
Allworth Financial
California
$82K
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$71.6K +$9.74K +485 +17%
Morgan Stanley
55
Morgan Stanley
New York
$62.3K +$34.8K +1,732 +138%
PA
56
PSI Advisors
Florida
$52.9K +$15.1K +751 +42%
LFG
57
Larson Financial Group
Missouri
$52.2K +$50.2K +2,500 New
HI
58
Harbour Investments
Wisconsin
$45.2K -$5.02K -250 -10%
AWM
59
AllSquare Wealth Management
New York
$44.6K +$42.9K +2,137 New
FCAS
60
First Command Advisory Services
Texas
$41.8K -$33.4K -1,662 -45%
JP Morgan Chase
61
JP Morgan Chase
New York
$40K +$26.4K +1,313 +219%
IFAM
62
Institutional & Family Asset Management
Colorado
$34.9K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$33K +$20.9K +1,041 +194%
Wells Fargo
64
Wells Fargo
California
$25.5K +$24.5K +1,222 New
Simplex Trading
65
Simplex Trading
Illinois
$24K +$23.2K +1,153 New
CHA
66
Carmichael Hill & Associates
Maryland
$22.4K
PWMG
67
Prestige Wealth Management Group
New Jersey
$21.9K
EWM
68
EPG Wealth Management
Georgia
$20.9K -$20.1K -1,000 Closed
JFA
69
JNBA Financial Advisors
Minnesota
$20.9K
HIA
70
Harbor Investment Advisory
Maryland
$20.2K +$19.4K +965 New
RFA
71
Register Financial Advisors
Georgia
$14.6K
MSG
72
Main Street Group
Virginia
$13.8K
WCAMG
73
Woodard & Company Asset Management Group
North Carolina
$13.6K
AA
74
Ancora Advisors
Ohio
$13.3K -$2.25K -112 -15%
CA
75
Centerpoint Advisors
Massachusetts
$12K