Congress Holdings

Most held

WTAI

WisdomTree Trust WisdomTree Artificial Intelligence and Innovation Fund

Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Eric Burlison MO-7 Spouse Ameriprise Roth IRA ⇒ WisdomTree Trust WisdomTree Artificial Intelligence and Innovation Fund (WTAI) EF $1,001 - $15,000 April 1, 2026
filing 10074953, p. 2
Eric Burlison MO-7 Spouse Ameriprise Traditional IRA ⇒ WisdomTree Trust WisdomTree Artificial Intelligence and Innovation Fund (WTAI) EF $1,001 - $15,000 April 1, 2026
filing 10074953, p. 2

How the count is made: see Most held.