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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Savant Capital
Illinois
$247K +$258K +6,530 New
WS
102
Wedbush Securities
California
$245K +$204K +5,164 New
KAS
103
KPP Advisory Services
Kentucky
$245K +$204K +5,153 New
CAC
104
Certified Advisory Corp
Florida
$233K +$194K +4,899 New
RFC
105
Regions Financial Corp
Alabama
$230K +$191K +4,837 New
VT
106
Vise Technologies
New York
$220K +$183K +4,632 New
UCFA
107
United Capital Financial Advisors
Texas
$214K +$179K +4,540 New
AF
108
Apollon Financial
South Carolina
$211K +$175K +4,440 New
AWM
109
Aries Wealth Management
Maine
$207K +$172K +4,362 New
RPGK
110
Retirement Planning Group (Kansas)
Kansas
$205K +$170K +4,309 New
TCWM
111
Total Clarity Wealth Management
Illinois
$201K +$168K +4,239 New
HIA
112
Harbor Investment Advisory
Maryland
$191K +$16.2K +411 +11%
AAP
113
Arax Advisory Partners
Colorado
$190K +$18.7K +472 +13%
HI
114
Harbour Investments
Wisconsin
$182K +$15.8K +400 +12%
AWM
115
AE Wealth Management
Kansas
$164K +$31.3K +792 +30%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$162K +$38.5K +974 +40%
CWM
117
Cranbrook Wealth Management
Michigan
$153K +$128K +3,230 New
FFA
118
Farther Finance Advisors
California
$135K
WWM
119
Wolff Wiese Magana
California
$134K +$3.95K +100 +4%
LFG
120
Larson Financial Group
Missouri
$119K
AF
121
Allworth Financial
California
$101K -$3.2K -81 -4%
FC
122
Financial Consulate
Maryland
$100K +$56.9K +1,439 +214%
CFFP
123
Center for Financial Planning
Michigan
$95.1K
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$94.9K
GWS
125
Glassman Wealth Services
Virginia
$94.9K +$79K +2,000 New