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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
$20.2M +$1.19M +39,938 +6%
HWM
2
Horizon Wealth Management
Illinois
$15.5M +$646K +21,742 +4%
AssetMark Inc
3
AssetMark Inc
California
$11.3M +$11.9M +400,217 +381,159%
Ameriprise
4
Ameriprise
Minnesota
$7.96M +$157K +5,295 +2%
KAS
5
Kestra Advisory Services
Texas
$7.93M +$3.73M +125,510 +81%
HP
6
Hancock Prospecting
Australia
$7.75M – – –
ASN
7
Advisory Services Network
Georgia
$7.7M -$468K -15,751 -5%
QA
8
Quattro Advisors
Pennsylvania
$7.13M +$993K +33,402 +15%
JP Morgan Chase
9
JP Morgan Chase
New York
$6.89M +$7.56M +254,203 +7,265%
AWMS
10
Advocacy Wealth Management Services
Georgia
$6.41M +$1.06M +35,553 +19%
Bank of America
11
Bank of America
North Carolina
$4.5M +$203K +6,832 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$3.4M -$650K -21,861 -15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.34M +$196K +6,597 +6%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$3.08M +$207K +6,957 +7%
Truist Financial
15
Truist Financial
North Carolina
$2.93M +$88K +2,958 +3%
PFS
16
Prospera Financial Services
Texas
$2.81M -$189K -6,348 -6%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.66M +$19.7K +663 +0.7%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.64M -$25.6K -860 -0.9%
PWM
19
Perigon Wealth Management
California
$2.36M – – –
TWM
20
Tradition Wealth Management
Minnesota
$2.03M +$648K +21,801 +44%
AF
21
Advisornet Financial
Minnesota
$2M +$82.5K +2,776 +4%
FTUS
22
Flow Traders U.S.
New York
$1.88M -$2.34M -78,709 -54%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.85M +$1.36M +45,611 +229%
Stifel Financial
24
Stifel Financial
Missouri
$1.84M +$365K +12,279 +23%
PAG
25
Private Advisor Group
New Jersey
$1.53M -$33.7K -1,135 -2%
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