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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
26
Halbert Hargrove Global Advisors
California
$176K +$188K +10,113 New
HGERS
27
Householder Group Estate & Retirement Specialist
Arizona
$174K +$186K +10,000 New
GWM
28
Geneos Wealth Management
Colorado
$153K +$157K +8,450 +2,600%
KFI
29
Key Financial Inc
Pennsylvania
$87.5K -$1.88K -101 -2%
SPIA
30
Steward Partners Investment Advisory
New York
$58.4K +$62.3K +3,350 New
FCAS
31
First Command Advisory Services
Texas
$58K +$61.9K +3,330 New
Simplex Trading
32
Simplex Trading
Illinois
$52K -$129K -6,939 -70%
SFC
33
SYM Financial Corp
Indiana
$48.4K
RFA
34
Register Financial Advisors
Georgia
$40.1K +$42.8K +2,300 New
HI
35
Harbour Investments
Wisconsin
$36.8K +$39.2K +2,110 New
PWMG
36
Prestige Wealth Management Group
New Jersey
$18.3K
EWM
37
EPG Wealth Management
Georgia
$17.4K +$18.6K +1,000 New
JFA
38
JNBA Financial Advisors
Minnesota
$17.4K +$18.6K +1,000 New
UB
39
UMB Bank
Missouri
$13.4K
AA
40
Ancora Advisors
Ohio
$13.1K +$3.72K +200 +36%
AF
41
Advisornet Financial
Minnesota
$12.4K +$7.46K +401 +129%
CWP
42
Concord Wealth Partners
Virginia
$11.7K +$3.12K +168 +33%
WCAMG
43
Woodard & Company Asset Management Group
North Carolina
$11.4K -$10.6K -570 -47%
CA
44
Centerpoint Advisors
Massachusetts
$10K +$10.7K +575 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$9.36K +$9.98K +537 New
HCM
46
Highlander Capital Management
New Jersey
$5K +$5.11K +275 New
Bank of America
47
Bank of America
North Carolina
$4.7K +$5.02K +270 New
GEA
48
Glen Eagle Advisors
New Jersey
$4.7K +$5.02K +270 New
AA
49
AlphaMark Advisors
Kentucky
$4K +$4.65K +250 New
NA
50
NewEdge Advisors
Louisiana
$3.73K +$3.98K +214 New