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WisdomTree Artificial Intelligence and Innovation Fund
WTAI

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$19.6M +$4.87M +163,131 +32%
HWM
2
Horizon Wealth Management
Illinois
$15.4M +$15.8M +528,351 New
ASN
3
Advisory Services Network
Georgia
$8.4M -$17.7K -594 -0.2%
Ameriprise
4
Ameriprise
Minnesota
$8.06M +$747K +25,014 +10%
HP
5
Hancock Prospecting
Australia
$8M – – –
QA
6
Quattro Advisors
Pennsylvania
$6.38M +$6.55M +219,096 New
AWMS
7
Advocacy Wealth Management Services
Georgia
$5.58M -$206K -6,909 -3%
KAS
8
Kestra Advisory Services
Texas
$4.53M +$117K +3,929 +3%
Bank of America
9
Bank of America
North Carolina
$4.45M +$304K +10,164 +7%
FTUS
10
Flow Traders U.S.
New York
$4.23M +$3.66M +122,470 +540%
Raymond James Financial
11
Raymond James Financial
Florida
$4.14M +$756K +25,308 +22%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.25M +$2.05M +68,754 +160%
PFS
13
Prospera Financial Services
Texas
$3.08M +$62.6K +2,094 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.98M -$293K -9,811 -9%
Truist Financial
15
Truist Financial
North Carolina
$2.94M +$136K +4,554 +5%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$2.75M +$4.39K +147 +0.2%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.72M +$161K +5,405 +6%
PWM
18
Perigon Wealth Management
California
$2.43M -$1.14K -38 -0%
AF
19
Advisornet Financial
Minnesota
$1.98M -$106K -3,544 -5%
OIM
20
Orca Investment Management
Oregon
$1.83M -$22.8K -764 -1%
PAG
21
Private Advisor Group
New Jersey
$1.62M +$40.4K +1,353 +3%
WA
22
Waddell & Associates
Tennessee
$1.55M – – –
Stifel Financial
23
Stifel Financial
Missouri
$1.54M +$36.4K +1,220 +2%
TWM
24
Tradition Wealth Management
Minnesota
$1.46M +$496K +16,588 +50%
CFD
25
Creative Financial Designs
Indiana
$1.3M +$82.3K +2,754 +7%
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