WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 0.01% | 0.01% | #79 | $43.1M | 908,339 | $20.2M | 714,111 | +194,228+27.20% | Add | |
| Horizon Wealth Management, LLC | 2.17% | 2.28% | #2 | $17.0M | 358,681 | $15.5M | 550,093 | -191,412-34.80% | Reduce | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #109 | $15.6M | 328,108 | $8.0M | 282,040 | +46,068+16.33% | Add | |
| Kestra Advisory Services, LLC | 0.05% | 0.03% | #36 | $14.3M | 300,517 | $7.9M | 281,002 | +19,515+6.94% | Add | |
| Hancock Prospecting Pty Ltd | 0.23% | 0.23% | #9 | $13.0M | 274,505 | $7.7M | 274,505 | 00.00% | Unchanged | |
| Advisory Services Network, LLC | 0.15% | 0.1% | #15 | $12.8M | 269,989 | $7.7M | 272,639 | -2,650-0.97% | Reduce | |
| Quattro Advisors LLC | 7.86% | 6.18% | #1 | $11.8M | 248,971 | $7.1M | 252,498 | -3,527-1.40% | Reduce | |
| ASSETMARK, INC | 0.02% | 0.02% | #56 | $11.4M | 240,093 | $11.3M | 400,322 | -160,229-40.03% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #139 | $10.4M | 227,293 | $6.9M | 257,702 | -30,409-11.80% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | — | #133 | $9.7M | 204,190 | $0 | 0 | +204,190 | New Buy | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #117 | $8.6M | 181,413 | $3.4M | 120,316 | +61,097+50.78% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #141 | $6.7M | 141,218 | $4.5M | 159,433 | -18,215-11.42% | Reduce | |
| Advocacy Wealth Management, LLC | 0.28% | 0.28% | #7 | $6.4M | 227,079 | $6.4M | 227,079 | 00.00% | Unchanged | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | <0.01% | #89 | $5.7M | 120,269 | $3.3M | 118,215 | +2,054+1.74% | Add | |
| Prospera Financial Services Inc | 0.07% | 0.05% | #25 | $4.8M | 100,127 | $2.8M | 99,444 | +683+0.69% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | <0.01% | #95 | $4.7M | 99,557 | $2.7M | 94,069 | +5,488+5.83% | Add | |
| TRUIST FINANCIAL CORP | 0.01% | <0.01% | #97 | $4.5M | 95,226 | $2.9M | 103,813 | -8,587-8.27% | Reduce | |
| Perigon Wealth Management, LLC | 0.06% | 0.04% | #29 | $4.0M | 83,934 | $2.4M | 83,475 | +459+0.55% | Add | |
| Tradition Wealth Management, LLC | 0.23% | 0.14% | #10 | $3.7M | 78,525 | $2.0M | 71,882 | +6,643+9.24% | Add | |
| Berbice Capital Management LLC | 1.84% | 0.48% | #3 | $3.6M | 74,959 | $740,755 | 26,240 | +48,719+185.67% | Add | |
| Rockefeller Capital Management L.P. | 0.01% | <0.01% | #100 | $3.4M | 70,639 | $2.6M | 93,514 | -22,875-24.46% | Reduce | |
| AdvisorNet Financial, Inc | 0.15% | 0.1% | #14 | $3.3M | 70,345 | $2.0M | 70,841 | -496-0.70% | Reduce | |
| CLG LLC | 0.72% | — | #4 | $3.3M | 68,756 | $0 | 0 | +68,756 | New Buy | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #114 | $3.1M | 65,320 | $1.8M | 65,016 | +304+0.47% | Add | |
| Janney Montgomery Scott LLC | 0.01% | <0.01% | #93 | $3.0M | 63,663 | $1.9M | 65,556 | -1,893-2.89% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #113 | $2.8M | 60,034 | $1.3M | 47,488 | +12,546+26.42% | Add | |
| Integrated Advisors Network LLC | 0.12% | 0.04% | #18 | $2.6M | 55,413 | $726,500 | 25,735 | +29,678+115.32% | Add | |
| WADDELL & ASSOCIATES, LLC | 0.13% | 0.08% | #16 | $2.6M | 54,099 | $1.5M | 53,221 | +878+1.65% | Add | |
| Private Advisor Group, LLC | 0.01% | 0.01% | #76 | $2.4M | 49,506 | $1.5M | 54,294 | -4,788-8.82% | Reduce | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.1% | 0.07% | #21 | $2.2M | 45,508 | $1.2M | 42,152 | +3,356+7.96% | Add | |
| GFS Advisors, LLC | 0.19% | — | #12 | $1.8M | 10 | $0 | 0 | +10 | New Buy | |
| Modern Wealth Management, LLC | 0.02% | — | #61 | $1.5M | 32,095 | $0 | 0 | +32,095 | New Buy | |
| MARSHALL WACE, LLP | <0.01% | — | #127 | $1.5M | 31,420 | $0 | 0 | +31,420 | New Buy | |
| NWAM LLC | 0.07% | 0.04% | #26 | $1.4M | 28,709 | $744,223 | 26,363 | +2,346+8.90% | Add | |
| Cambridge Investment Research Advisors, Inc. | <0.01% | <0.01% | #111 | $1.3M | 27,618 | $723,000 | 25,624 | +1,994+7.78% | Add | |
| MML INVESTORS SERVICES, LLC | <0.01% | <0.01% | #112 | $1.3M | 27,052 | $466,965 | 16,541 | +10,511+63.55% | Add | |
| Creative Planning | <0.01% | <0.01% | #138 | $1.2M | 24,260 | $679,819 | 24,081 | +179+0.74% | Add | |
| Belpointe Asset Management LLC | 0.04% | 0.03% | #42 | $1.1M | 23,499 | $706,024 | 25,009 | -1,510-6.04% | Reduce | |
| INDEPENDENT FINANCIAL GROUP, LLC | 0.02% | — | #55 | $1.1M | 22,602 | $0 | 0 | +22,602 | New Buy | |
| Clearstead Advisors, LLC | 0.01% | <0.01% | #78 | $1.0M | 22,050 | $484,145 | 17,150 | +4,900+28.57% | Add | |
| WMG Financial Advisors, LLC | 0.36% | 0.19% | #5 | $965,302 | 20,335 | $455,491 | 16,135 | +4,200+26.03% | Add | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #149 | $963,641 | 20,300 | $3.1M | 109,272 | -88,972-81.42% | Reduce | |
| Kovack Advisors, Inc. | 0.05% | 0.01% | #37 | $956,888 | 20,597 | $233,968 | 8,079 | +12,518+154.94% | Add | |
| Ausdal Financial Partners, Inc. | 0.04% | 0.02% | #41 | $942,028 | 19,845 | $553,376 | 19,602 | +243+1.24% | Add | |
| Bison Wealth, LLC | 0.09% | 0.09% | #22 | $935,969 | 21,350 | $944,685 | 22,863 | -1,513-6.62% | Reduce | |
| Solstein Capital, LLC | 0.3% | — | #6 | $891,534 | 18,781 | $0 | 0 | +18,781 | New Buy | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #147 | $874,915 | 18,431 | $376,105 | 13,323 | +5,108+38.34% | Add | |
| Focus Partners Wealth | <0.01% | <0.01% | #132 | $826,014 | 17,400 | $487,109 | 17,255 | +145+0.84% | Add | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 0.01% | 0.01% | #83 | $796,748 | 16,784 | $465,407 | 16,486 | +298+1.81% | Add | |
| INTEGRITY ALLIANCE, LLC. | 0.02% | 0.02% | #51 | $761,392 | 16,039 | $433,072 | 15,340 | +699+4.56% | Add |