We are live on ! Find out more
WTAI icon

WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$17.3M +$616K +28,808 +4%
LPL Financial
2
LPL Financial
California
$7.85M +$473K +22,132 +7%
Raymond James Financial
3
Raymond James Financial
Florida
$6.76M +$6.57M +307,050 New
ASN
4
Advisory Services Network
Georgia
$6.75M -$637K -29,775 -9%
KAS
5
Kestra Advisory Services
Texas
$3.27M +$30.1K +1,407 +1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.6M +$91.2K +4,263 +4%
Truist Financial
7
Truist Financial
North Carolina
$2.27M +$70.2K +3,285 +3%
PFS
8
Prospera Financial Services
Texas
$2.18M +$60.3K +2,819 +3%
Bank of America
9
Bank of America
North Carolina
$1.73M -$1.45M -67,608 -46%
HGERS
10
Householder Group Estate & Retirement Specialist
Arizona
$1.65M +$295K +13,801 +23%
OIM
11
Orca Investment Management
Oregon
$1.6M -$3.21K -150 -0.2%
AF
12
Advisornet Financial
Minnesota
$1.58M -$3.72K -174 -0.2%
CFP
13
Cascade Financial Partners
California
$1.17M
WA
14
Waddell & Associates
Tennessee
$1.17M
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.16M +$69.6K +3,254 +7%
PWM
16
Perigon Wealth Management
California
$1.13M +$21 +1 +0%
PAG
17
Private Advisor Group
New Jersey
$1.07M -$5.15K -241 -0.5%
NL
18
NWAM LLC
Washington
$1.06M +$1.03M +48,226 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$935K -$312K -14,580 -26%
Stifel Financial
20
Stifel Financial
Missouri
$934K -$37.4K -1,747 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$870K +$103K +4,799 +14%
AA
22
Armis Advisers
Georgia
$647K +$629K +29,426 New
IA
23
Insight Advisors
Pennsylvania
$554K +$101K +4,717 +23%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$423K -$586K -27,426 -59%
MML Investors Services
25
MML Investors Services
Massachusetts
$399K +$15.6K +729 +4%