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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
51
Independent Financial Group
California
$194K +$225K +10,201 New
KFI
52
Key Financial Inc
Pennsylvania
$180K
GWM
53
Geneos Wealth Management
Colorado
$173K -$5.51K -250 -3%
SAM
54
Sherman Asset Management
California
$172K +$882 +40 +0.4%
HHGA
55
Halbert Hargrove Global Advisors
California
$171K -$12.8K -580 -6%
SAM
56
Smartleaf Asset Management
Massachusetts
$126K +$5.55K +252 +4%
UBS Group
57
UBS Group
Switzerland
$99.6K +$82.4K +3,740 +249%
AWM
58
Accredited Wealth Management
Kentucky
$88.1K -$28.8K -1,305 -22%
AF
59
Allworth Financial
California
$78.9K +$17K +770 +23%
Barclays
60
Barclays
United Kingdom
$76K
AWM
61
AllSquare Wealth Management
New York
$72.6K +$9.59K +435 +13%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$60.5K +$59.9K +2,718 +583%
LFG
63
Larson Financial Group
Missouri
$47.5K
FCAS
64
First Command Advisory Services
Texas
$38K
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$38K
CCM
66
Coldstream Capital Management
Washington
$36.9K +$42.8K +1,940 New
FFA
67
Farther Finance Advisors
California
$34.7K +$38.5K +1,745 +3,173%
AWM
68
AE Wealth Management
Kansas
$33.8K
AAP
69
Arax Advisory Partners
Colorado
$27.1K
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$25.8K -$14K -635 -29%
Morgan Stanley
71
Morgan Stanley
New York
$25.3K -$22 -1 -0.1%
HIA
72
Harbor Investment Advisory
Maryland
$24K -$7.87K -357 -22%
MCM
73
MAI Capital Management
Ohio
$20.3K
PWMG
74
Prestige Wealth Management Group
New Jersey
$19.9K
EWM
75
EPG Wealth Management
Georgia
$19K