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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFG
101
Kingdom Financial Group
Arizona
$25.8K
LAS
102
Lloyd Advisory Services
Georgia
$25.8K +$27.1K +913 New
PWA
103
Provenance Wealth Advisors
Florida
$21.7K
FC
104
Financial Consulate
Maryland
$19K +$20K +672 New
WCAMG
105
Woodard & Company Asset Management Group
North Carolina
$18.4K
CFP
106
Comprehensive Financial Planning
Pennsylvania
$17.3K
MA
107
MCF Advisors
Kentucky
$16.5K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$16.2K +$89 +3 +0.5%
CA
109
Centerpoint Advisors
Massachusetts
$16K
NA
110
NewEdge Advisors
Louisiana
$14.8K
GWP
111
Gen-Wealth Partners
Michigan
$11.8K
GSWM
112
Golden State Wealth Management
California
$11.5K
ACA
113
Aptus Capital Advisors
Alabama
$9.91K +$4.73K +159 +83%
FFA
114
Founders Financial Alliance
North Carolina
$9.03K
EWM
115
Evolution Wealth Management
Florida
$8.95K
WAG
116
Wiser Advisor Group
Arizona
$8.81K
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$4.62K
GWANC
118
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.22K +$3.39K +114 New
MMCM
119
Murphy & Mullick Capital Management
New York
$1.78K
AUB
120
Atlantic Union Bankshares
Virginia
$1.44K +$1.52K +51 New
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$734 +$773 +26 New
OIM
122
Orca Investment Management
Oregon
-$1.83M -62,796 Closed
CFP
123
Cascade Financial Partners
California
-$1.11M -37,983 Closed
IA
124
Insight Advisors
Pennsylvania
-$871K -29,900 Closed
HG
125
Herbst Group
Connecticut
-$645K -22,148 Closed