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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GS
76
GWN Securities
Florida
$331K +$275K +6,964 New
IAS
77
Insigneo Advisory Services
Florida
$329K +$274K +6,939 New
CICC
78
Capital Investment Counsel (Colorado)
Colorado
$329K +$274K +6,935 New
HHGA
79
Halbert Hargrove Global Advisors
California
$329K
VA
80
Valmark Advisers
Ohio
$328K -$641K -16,210 -70%
FHWM
81
Fox Hill Wealth Management
Massachusetts
$327K +$273K +6,899 New
ATPW
82
Ashton Thomas Private Wealth
Arizona
$327K -$28.2K -714 -9%
AI
83
Atria Investments
North Carolina
$324K +$270K +6,822 New
OPWM
84
Oxinas Partners Wealth Management
Indiana
$319K +$265K +6,716 New
PWM
85
Provident Wealth Management
Tennessee
$319K -$16.6K -419 -6%
MAG
86
MRA Advisory Group
New Jersey
$318K +$265K +6,709 New
GWAG
87
Garrett Wealth Advisory Group
Texas
$318K +$265K +6,698 New
NA
88
NewEdge Advisors
Louisiana
$315K +$242K +6,120 +1,168%
PCA
89
Peddock Capital Advisors
Massachusetts
$297K +$247K +6,255 New
ATC
90
Argent Trust Co
Tennessee
$289K +$241K +6,087 New
OIA
91
OneDigital Investment Advisors
Kansas
$275K +$229K +5,791 New
MB
92
MidFirst Bank
Oklahoma
$274K
CFP
93
Cascade Financial Partners
California
$270K +$225K +5,691 New
BIA
94
Barry Investment Advisors
Massachusetts
$266K +$221K +5,601 New
FHA
95
Flagship Harbor Advisors
Massachusetts
$262K +$218K +5,528 New
CSP
96
Cary Street Partners
Virginia
$262K +$218K +5,515 New
Goldman Sachs
97
Goldman Sachs
New York
$262K +$218K +5,515 New
TCA
98
Transcend Capital Advisors
New Jersey
$260K +$217K +5,479 New
SAM
99
Smartleaf Asset Management
Massachusetts
$259K
Lido Advisors
100
Lido Advisors
California
$252K +$210K +5,312 New