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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Allworth Financial
California
$80.1K
Morgan Stanley
52
Morgan Stanley
New York
$59.4K -$20 -1 -0%
AWM
53
AllSquare Wealth Management
New York
$57.8K +$15K +761 +36%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$56K -$9.58K -485 -15%
LFG
55
Larson Financial Group
Missouri
$49.8K
HI
56
Harbour Investments
Wisconsin
$47.6K +$4.44K +225 +10%
PA
57
PSI Advisors
Florida
$46.4K -$4.07K -206 -8%
FCAS
58
First Command Advisory Services
Texas
$39.9K
AAP
59
Arax Advisory Partners
Colorado
$24.5K +$24.3K +1,228 New
CHA
60
Carmichael Hill & Associates
Maryland
$21.3K
PWMG
61
Prestige Wealth Management Group
New Jersey
$20.9K
JFA
62
JNBA Financial Advisors
Minnesota
$19.9K
EWM
63
EPG Wealth Management
Georgia
$19.9K +$19.8K +1,000 New
HIA
64
Harbor Investment Advisory
Maryland
$19.2K
WCAMG
65
Woodard & Company Asset Management Group
North Carolina
$13K
CA
66
Centerpoint Advisors
Massachusetts
$11K
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$9.29K +$9.2K +466 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$8K +$7.9K +400 New
MA
69
MCF Advisors
Kentucky
$7.97K +$7.9K +400 New
JP Morgan Chase
70
JP Morgan Chase
New York
$7.67K -$30.2K -1,528 -80%
HI
71
Hoey Investments
Pennsylvania
$6.27K
NA
72
NewEdge Advisors
Louisiana
$6.27K
WAG
73
Wiser Advisor Group
Arizona
$6.18K +$3.95K +200 +182%
GEA
74
Glen Eagle Advisors
New Jersey
$5.38K
Simplex Trading
75
Simplex Trading
Illinois
$5K -$16.8K -852 -74%