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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$395K +$405K +13,544 New
BMCM
52
Bryn Mawr Capital Management
Pennsylvania
$379K -$5.02K -168 -1%
BAM
53
Belpointe Asset Management
Nevada
$360K +$14.1K +472 +4%
IFG
54
Independent Financial Group
California
$329K +$3.44K +115 +1%
CSP
55
Cary Street Partners
Virginia
$327K +$5.53K +185 +2%
WWM
56
Western Wealth Management
Colorado
$320K +$61.6K +2,063 +23%
CA
57
COFG Advisors
Illinois
$307K +$314K +10,519 New
GWP
58
Gateway Wealth Partners
Wisconsin
$299K +$306K +10,246 New
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$296K -$215K -7,181 -41%
OFG
60
Oxford Financial Group
Indiana
$287K
EAM
61
Evanson Asset Management
California
$279K
KFI
62
Key Financial Inc
Pennsylvania
$276K
HighTower Advisors
63
HighTower Advisors
Illinois
$266K +$51.6K +1,726 +23%
GWM
64
Geneos Wealth Management
Colorado
$266K
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$262K
HAG
66
HighPoint Advisor Group
Illinois
$252K +$258K +8,651 New
WHCI
67
W.H. Cornerstone Investments
Massachusetts
$244K +$4.39K +147 +2%
KA
68
Kovack Advisors
Florida
$235K +$241K +8,079 New
CCA
69
Clearwater Capital Advisors
Illinois
$234K +$7.23K +242 +3%
Cerity Partners
70
Cerity Partners
New York
$231K -$44.9K -1,504 -16%
AI
71
Atria Investments
North Carolina
$226K +$60 +2 +0%
ATPW
72
Ashton Thomas Private Wealth
Arizona
$222K +$3.29K +110 +1%
PWM
73
Provident Wealth Management
Tennessee
$220K -$26.9K -900 -11%
GS
74
GWN Securities
Florida
$200K -$49.4K -1,652 -19%
HHGA
75
Halbert Hargrove Global Advisors
California
$195K -$2.66K -89 -1%