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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$226K +$194K +9,202 New
GWM
52
Geneos Wealth Management
Colorado
$224K
SAM
53
Sherman Asset Management
California
$224K +$863 +41 +0.5%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$221K +$189K +8,980 New
PWM
55
Provident Wealth Management
Tennessee
$212K +$182K +8,641 New
SAM
56
Smartleaf Asset Management
Massachusetts
$173K +$12.6K +599 +9%
UBS Group
57
UBS Group
Switzerland
$153K +$20.8K +988 +19%
HHGA
58
Halbert Hargrove Global Advisors
California
$137K -$71.5K -3,400 -38%
Morgan Stanley
59
Morgan Stanley
New York
$127K +$81.1K +3,854 +289%
AF
60
Allworth Financial
California
$100K
Barclays
61
Barclays
United Kingdom
$98.2K
AWM
62
AllSquare Wealth Management
New York
$93.9K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$73.3K -$4.21K -200 -6%
LFG
64
Larson Financial Group
Missouri
$61.4K
FCAS
65
First Command Advisory Services
Texas
$49.1K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$49.1K
AAP
67
Arax Advisory Partners
Colorado
$46.7K +$9.93K +472 +33%
FFA
68
Farther Finance Advisors
California
$44.2K
AWM
69
AE Wealth Management
Kansas
$43.7K
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$38.2K
MCM
71
MAI Capital Management
Ohio
$26.3K
PWMG
72
Prestige Wealth Management Group
New Jersey
$25.8K
EWM
73
EPG Wealth Management
Georgia
$24.6K
JFA
74
JNBA Financial Advisors
Minnesota
$24.6K
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$19.9K +$17K +810 New