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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
76
JNBA Financial Advisors
Minnesota
$19K
Wells Fargo
77
Wells Fargo
California
$16.1K +$18.7K +847 New
WCAMG
78
Woodard & Company Asset Management Group
North Carolina
$12.3K
HI
79
Harbour Investments
Wisconsin
$11.9K -$39K -1,768 -74%
CFP
80
Comprehensive Financial Planning
Pennsylvania
$11.4K -$11.1K -503 -46%
CA
81
Centerpoint Advisors
Massachusetts
$11K
MA
82
MCF Advisors
Kentucky
$7.6K
NA
83
NewEdge Advisors
Louisiana
$5.99K
WAG
84
Wiser Advisor Group
Arizona
$5.89K
PSFG
85
Park Square Financial Group
Georgia
$5.7K
GEA
86
Glen Eagle Advisors
New Jersey
$5.13K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$3.39K +$2.75K +125 +236%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$3K
WWM
89
Wolff Wiese Magana
California
$2.32K +$2.69K +122 New
MMCM
90
Murphy & Mullick Capital Management
New York
$1.2K
JP Morgan Chase
91
JP Morgan Chase
New York
$342 -$8.09K -367 -95%
CA
92
CoreCap Advisors
Michigan
$2
HWAM
93
Hennion & Walsh Asset Management
New Jersey
-$17.3M -784,659 Closed
EE
94
EWG Elevate
California
-$339K -15,426 Closed
PWM
95
Provident Wealth Management
Tennessee
-$249K -11,299 Closed
Lido Advisors
96
Lido Advisors
California
-$228K -10,376 Closed
T
97
Transce3nd
Texas
-$27.8K -1,263 Closed
Jones Financial Companies
98
Jones Financial Companies
Missouri
-$16K -727 Closed
PA
99
PSI Advisors
Florida
-$10.7K -488 Closed
MIA
100
MeadowBrook Investment Advisors
Michigan
-$2.2K -100 Closed