We are live on ! Find out more
WTAI icon

WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.6M +$2.95M +113,239 +28%
ASN
2
Advisory Services Network
Georgia
$8.25M +$52.5K +2,015 +0.7%
HP
3
Hancock Prospecting
Australia
$7.85M +$7.15M +274,505 New
Ameriprise
4
Ameriprise
Minnesota
$7.18M +$4.93M +189,166 +302%
AWMS
5
Advocacy Wealth Management Services
Georgia
$5.67M +$5.17M +198,435 New
KAS
6
Kestra Advisory Services
Texas
$4.33M +$300K +11,527 +8%
Bank of America
7
Bank of America
North Carolina
$4.07M +$299K +11,500 +9%
Raymond James Financial
8
Raymond James Financial
Florida
$3.34M -$316K -12,148 -9%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.2M +$1.8M +69,132 +161%
PFS
10
Prospera Financial Services
Texas
$2.96M +$39.3K +1,510 +1%
Truist Financial
11
Truist Financial
North Carolina
$2.75M -$137K -5,259 -5%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$2.69M +$757K +29,085 +45%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.39M +$204K +7,819 +10%
PWM
14
Perigon Wealth Management
California
$2.39M +$978K +37,556 +82%
AF
15
Advisornet Financial
Minnesota
$2.05M +$10.3K +395 +0.6%
OIM
16
Orca Investment Management
Oregon
$1.82M -$14.4K -553 -0.9%
PAG
17
Private Advisor Group
New Jersey
$1.54M -$1.98K -76 -0.1%
WA
18
Waddell & Associates
Tennessee
$1.52M
Stifel Financial
19
Stifel Financial
Missouri
$1.47M +$216K +8,300 +19%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.22M -$335K -12,877 -23%
CFD
21
Creative Financial Designs
Indiana
$1.19M +$474K +18,223 +77%
CFP
22
Cascade Financial Partners
California
$1.08M -$5.21K -200 -0.5%
TWM
23
Tradition Wealth Management
Minnesota
$957K +$872K +33,493 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$929K +$286K +10,971 +51%
NL
25
NWAM LLC
Washington
$856K -$289K -11,108 -28%