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WisdomTree Artificial Intelligence and Innovation Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
126
Frazier Financial Advisors
Ohio
$93K – – –
Fidelity Investments
127
Fidelity Investments
Massachusetts
$86.1K +$49K +1,241 +217%
PTC
128
Private Trust Company
Ohio
$84.2K -$19.3K -488 -22%
FFG
129
Forum Finance Group
$72K – – –
EI
130
EFG International
$71.2K – – –
GRP
131
Global Retirement Partners
California
$68.5K +$57.1K +1,444 New
ACA
132
Aptus Capital Advisors
Alabama
$50.8K +$28.4K +720 +205%
PWMG
133
Prestige Wealth Management Group
New Jersey
$49.8K – – –
EWM
134
EPG Wealth Management
Georgia
$47.5K – – –
JFA
135
JNBA Financial Advisors
Minnesota
$47.5K – – –
UBS Group
136
UBS Group
Switzerland
$46.5K -$119K -3,021 -76%
KFG
137
Kingdom Financial Group
Arizona
$43.3K – – –
US Bancorp
138
US Bancorp
Minnesota
$38.3K +$31.8K +806 New
PWA
139
Provenance Wealth Advisors
Florida
$36.5K – – –
WCAMG
140
Woodard & Company Asset Management Group
North Carolina
$30.9K – – –
CFP
141
Comprehensive Financial Planning
Pennsylvania
$29.1K +$40 +1 +0.2%
GEA
142
Glen Eagle Advisors
New Jersey
$28.5K +$23.7K +600 New
MA
143
MCF Advisors
Kentucky
$27.8K – – –
CA
144
Centerpoint Advisors
Massachusetts
$27K – – –
APW
145
Allied Private Wealth
Florida
$21.3K +$19.8K +500 New
GWP
146
Gen-Wealth Partners
Michigan
$19.8K – – –
GSWM
147
Golden State Wealth Management
California
$19.3K – – –
FFA
148
Founders Financial Alliance
North Carolina
$15.2K – – –
EWM
149
Evolution Wealth Management
Florida
$15K – – –
WAG
150
Wiser Advisor Group
Arizona
$14.8K – – –