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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$10.4K -$10K -500 -50%
NA
77
NewEdge Advisors
Louisiana
$6.57K +$2.01K +100 +47%
HI
78
Hoey Investments
Pennsylvania
$6.27K +$6.02K +300 New
SA
79
Scarborough Advisors
Maryland
$5.75K – – –
GEA
80
Glen Eagle Advisors
New Jersey
$5.64K – – –
GLR
81
Great Lakes Retirement
Ohio
$5.01K +$4.82K +240 New
AA
82
AlphaMark Advisors
Kentucky
$5K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$3.76K -$6.83K -340 -65%
WAG
85
Wiser Advisor Group
Arizona
$2.3K +$2.21K +110 New
MIA
86
MeadowBrook Investment Advisors
Michigan
$2.09K – – –
RA
87
Rise Advisors
New York
$1.25K – – –
FFA
88
Farther Finance Advisors
California
$1.15K – – –
CAS
89
Coppell Advisory Solutions
Texas
$42 +$40 +2 New
PCMC
90
Planning Capital Management Corporation
Pennsylvania
$21 +$20 +1 New
CA
91
CoreCap Advisors
Michigan
$3 -$10.2K -507 Closed
Citadel Advisors
92
Citadel Advisors
Florida
– -$1.07M -51,724 Closed
KWM
93
Kingsview Wealth Management
Oregon
– -$432K -20,777 Closed
MSAM
94
Moloney Securities Asset Management
Missouri
– -$346K -16,644 Closed
MAG
95
MRA Advisory Group
New Jersey
– -$201K -9,701 Closed
SFC
96
SYM Financial Corp
Indiana
– -$57.8K -2,785 Closed
SHIM
97
Stone House Investment Management
Pennsylvania
– -$29.1K -1,400 Closed
UB
98
UMB Bank
Missouri
– -$16K -770 Closed
ACA
99
Aptus Capital Advisors
Alabama
– -$6.96K -335 Closed
CSC
100
Caldwell Sutter Capital
California
– -$2.08K -100 Closed