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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
AlphaMark Advisors
Kentucky
$5K
Fidelity Investments
77
Fidelity Investments
Massachusetts
$4.38K +$790 +40 +22%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$4K
Wells Fargo
79
Wells Fargo
California
$2.89K -$21.3K -1,077 -88%
NP
80
NorthRock Partners
Minnesota
$2.11K +$2.09K +106 New
MIA
81
MeadowBrook Investment Advisors
Michigan
$1.99K
CCM
82
Chilton Capital Management
Texas
$1.87K +$1.86K +94 New
RA
83
Rise Advisors
New York
$1.2K
FFA
84
Farther Finance Advisors
California
$1.1K
CA
85
Continuum Advisory
Idaho
$1.02K +$948 +48 New
CAS
86
Coppell Advisory Solutions
Texas
$40
PCMC
87
Planning Capital Management Corporation
Pennsylvania
$20
CA
88
CoreCap Advisors
Michigan
$3
SWP
89
Stratos Wealth Partners
Ohio
-$17.9M -857,546 Closed
MTWM
90
Masso Torrence Wealth Management
New Jersey
-$1.51M -72,073 Closed
Millennium Management
91
Millennium Management
New York
-$488K -23,362 Closed
Ameriprise
92
Ameriprise
Minnesota
-$439K -21,030 Closed
MWAM
93
Manhattan West Asset Management
California
-$428K -20,502 Closed
Envestnet Asset Management
94
Envestnet Asset Management
Illinois
-$361K -17,256 Closed
HHGA
95
Halbert Hargrove Global Advisors
California
-$205K -9,813 Closed
AAS
96
Avantax Advisory Services
Texas
-$201K -9,633 Closed
IAIM
97
International Assets Investment Management
Florida
-$146K -6,965 Closed
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
-$33K -1,578 Closed
RFA
99
Register Financial Advisors
Georgia
-$14.6K -700 Closed
MSG
100
Main Street Group
Virginia
-$13.8K -660 Closed