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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
101
JNBA Financial Advisors
Minnesota
$29.1K
KFG
102
Kingdom Financial Group
Arizona
$26.6K +$27.3K +913 New
GJIA
103
Glass Jacobson Investment Advisors
Maryland
$23.6K
PWA
104
Provenance Wealth Advisors
Florida
$22.4K
SAM
105
Sherman Asset Management
California
$20.2K -$128K -4,270 -86%
WCAMG
106
Woodard & Company Asset Management Group
North Carolina
$18.9K
CFP
107
Comprehensive Financial Planning
Pennsylvania
$17.9K +$299 +10 +2%
MA
108
MCF Advisors
Kentucky
$17K +$5.53K +185 +46%
CA
109
Centerpoint Advisors
Massachusetts
$17K
HI
110
Harbour Investments
Wisconsin
$16.8K -$1.49K -50 -8%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$16.6K +$60 +2 +0.4%
NA
112
NewEdge Advisors
Louisiana
$15.3K +$14.9K +500 +2,083%
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$13.6K -$75.2K -2,518 -84%
GWP
114
Gen-Wealth Partners
Michigan
$12.2K +$12.5K +417 New
GSWM
115
Golden State Wealth Management
California
$11.9K +$12.2K +407 New
FFA
116
Founders Financial Alliance
North Carolina
$9.32K +$9.56K +320 New
EWM
117
Evolution Wealth Management
Florida
$9.24K
WAG
118
Wiser Advisor Group
Arizona
$9.1K +$60 +2 +0.6%
ACA
119
Aptus Capital Advisors
Alabama
$5.59K +$60 +2 +1%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$5K -$388 -13 -7%
AssetMark Inc
121
AssetMark Inc
California
$3.06K
MMCM
122
Murphy & Mullick Capital Management
New York
$1.84K
CA
123
CoreCap Advisors
Michigan
$4
AFG
124
Atomi Financial Group
New York
-$334K -11,700 Closed
SWM
125
SeaCrest Wealth Management
New York
-$243K -8,021 Closed