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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$14.2M +$12M +644,796 +374%
KAS
2
Kestra Advisory Services
Texas
$11.7M +$543K +29,196 +5%
SWP
3
Stratos Wealth Partners
Ohio
$10.9M +$884K +47,573 +8%
ASN
4
Advisory Services Network
Georgia
$5.69M +$2.47M +133,018 +69%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.44M +$80K +4,305 +2%
LPL Financial
6
LPL Financial
California
$2.89M +$2.88M +154,674 +1,387%
MAG
7
MRA Advisory Group
New Jersey
$1.92M +$2.05M +110,171 New
Truist Financial
8
Truist Financial
North Carolina
$1.52M +$1.62M +87,159 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.43M +$650K +34,978 +74%
MTWM
10
Masso Torrence Wealth Management
New Jersey
$1.3M -$37.4K -2,013 -3%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$916K +$934K +50,243 New
FTUS
12
Flow Traders U.S.
New York
$724K -$847K -45,581 -52%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$697K +$744K +39,995 New
WA
14
Waddell & Associates
Tennessee
$441K +$252K +13,564 +115%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$426K -$45.5K -2,450 -9%
BAM
16
Belpointe Asset Management
Nevada
$382K +$408K +21,928 New
CA
17
Cetera Advisors
Colorado
$349K +$79.1K +4,255 +27%
MSAM
18
Moloney Securities Asset Management
Missouri
$321K +$343K +18,427 New
PAG
19
Private Advisor Group
New Jersey
$314K +$336K +18,049 New
Stifel Financial
20
Stifel Financial
Missouri
$302K +$322K +17,334 New
KWM
21
Kingsview Wealth Management
Oregon
$236K +$252K +13,543 New
AWM
22
AE Wealth Management
Kansas
$220K -$1.1M -59,294 -82%
RJA
23
Raymond James & Associates
Florida
$209K +$224K +12,022 New
WAAG
24
Wealth Alliance Advisory Group
Kansas
$190K – – –
SM
25
Sweeney & Michel
California
$186K +$201K +10,794 New
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