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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
76
Morgan Stanley
New York
$195K +$35.6K +1,190 +22%
FHA
77
Flagship Harbor Advisors
Massachusetts
$191K +$196K +6,551 New
SAM
78
Smartleaf Asset Management
Massachusetts
$177K -$30.3K -1,014 -14%
FCAS
79
First Command Advisory Services
Texas
$173K
MB
80
MidFirst Bank
Oklahoma
$168K +$172K +5,764 New
AAP
81
Arax Advisory Partners
Colorado
$122K +$125K +4,181 New
AF
82
Allworth Financial
California
$122K -$866 -29 -0.7%
Wells Fargo
83
Wells Fargo
California
$114K +$116K +3,898 New
JP Morgan Chase
84
JP Morgan Chase
New York
$102K +$105K +3,499 New
HIA
85
Harbor Investment Advisory
Maryland
$90.3K +$92.6K +3,100 New
FFA
86
Farther Finance Advisors
California
$86.2K +$33.8K +1,133 +62%
IAIM
87
International Assets Investment Management
Florida
$74.2K +$76K +2,545 New
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$73.5K +$28.9K +966 +62%
LFG
89
Larson Financial Group
Missouri
$72.8K
WWM
90
Wolff Wiese Magana
California
$69.6K +$12K +403 +20%
AWM
91
AE Wealth Management
Kansas
$64.4K +$12.9K +431 +24%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$58.3K
Simplex Trading
93
Simplex Trading
Illinois
$51.8K -$39.7K -1,329 -43%
BCM
94
Berbice Capital Management
New York
$50.7K +$52K +1,739 New
PTC
95
Private Trust Company
Ohio
$47.2K +$44.1K +1,476 +1,018%
EI
96
EFG International
$43.7K +$44.8K +1,500 New
GRP
97
Global Retirement Partners
California
$42.1K +$17.9K +600 +71%
MCM
98
MAI Capital Management
Ohio
$31.2K
PWMG
99
Prestige Wealth Management Group
New Jersey
$30.6K
EWM
100
EPG Wealth Management
Georgia
$29.1K