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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
51
Key Financial Inc
Pennsylvania
$275K
EAM
52
Evanson Asset Management
California
$273K +$249K +9,565 New
Cerity Partners
53
Cerity Partners
New York
$270K +$246K +9,438 New
GWM
54
Geneos Wealth Management
Colorado
$261K
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$256K
WWM
56
Western Wealth Management
Colorado
$255K -$7.42K -285 -3%
GS
57
GWN Securities
Florida
$244K -$227K -8,714 -51%
SWM
58
SeaCrest Wealth Management
New York
$243K +$209K +8,021 New
PWM
59
Provident Wealth Management
Tennessee
$241K -$4.89K -188 -2%
WHCI
60
W.H. Cornerstone Investments
Massachusetts
$235K +$214K +8,234 New
CCA
61
Clearwater Capital Advisors
Illinois
$222K +$202K +7,773 New
AI
62
Atria Investments
North Carolina
$222K +$202K +7,767 New
ATPW
63
Ashton Thomas Private Wealth
Arizona
$215K +$196K +7,524 New
HighTower Advisors
64
HighTower Advisors
Illinois
$212K +$193K +7,417 New
SAM
65
Smartleaf Asset Management
Massachusetts
$201K -$2.6K -100 -1%
HHGA
66
Halbert Hargrove Global Advisors
California
$194K +$31.2K +1,200 +21%
FCAS
67
First Command Advisory Services
Texas
$169K +$102K +3,921 +196%
Morgan Stanley
68
Morgan Stanley
New York
$157K +$7.81K +300 +6%
SAM
69
Sherman Asset Management
California
$142K -$108K -4,153 -46%
WANY
70
Wealthspire Advisors (New York)
New York
$131K +$120K +4,590 New
AF
71
Allworth Financial
California
$120K +$2.86K +110 +3%
AWM
72
AllSquare Wealth Management
New York
$115K +$5.21K +200 +5%
Barclays
73
Barclays
United Kingdom
$114K
Simplex Trading
74
Simplex Trading
Illinois
$88K +$80.8K +3,105 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$85.2K