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WisdomTree International AI Enhanced Value Fund
AIVI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 2.86 M -USD 374 k -6,596 -11%
LPL Financial
2
LPL Financial
California
USD 2.64 M +USD 122 k +2,151 +5%
BIP Wealth
3
BIP Wealth
Georgia
USD 1.92 M +USD 156 k +2,741 +9%
Jones Financial Companies
4
Jones Financial Companies
Missouri
USD 863 k +USD 3.12 k +55 +0.4%
Truvestments Capital
5
Truvestments Capital
Florida
USD 829 k -USD 15 k -264 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
USD 676 k +USD 28.8 k +507 +4%
Savant Capital
7
Savant Capital
Illinois
USD 550 k +USD 283 k +4,980 +100%
XML Financial
8
XML Financial
Maryland
USD 503 k -USD 6.92 k -122 -1%
Citadel Advisors
9
Citadel Advisors
Florida
USD 407 k -USD 31.9 k -562 -7%
EP Wealth Advisors
10
EP Wealth Advisors
California
USD 336 k – – –
Creative Planning
11
Creative Planning
Kansas
USD 293 k -USD 3.97 k -70 -1%
Raymond James Financial
12
Raymond James Financial
Florida
USD 271 k +USD 33.5 k +590 +14%
MA
13
Mezzasalma Advisors
New Jersey
USD 256 k +USD 4.6 k +81 +2%
Wells Fargo
14
Wells Fargo
California
USD 233 k +USD 95.9 k +1,690 +69%
Stifel Financial
15
Stifel Financial
Missouri
USD 225 k -USD 2.84 k -50 -1%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
USD 210 k – – –
NewEdge Advisors
17
NewEdge Advisors
Louisiana
USD 182 k +USD 151 k +2,654 +462%
Institute for Wealth Management
18
Institute for Wealth Management
Colorado
USD 151 k +USD 152 k +2,679 Nuevas
GHP Investment Advisors
19
GHP Investment Advisors
Colorado
USD 149 k -USD 34.6 k -609 -19%
Larson Financial Group
20
Larson Financial Group
Missouri
USD 148 k +USD 4.2 k +74 +3%
TD Waterhouse Canada
21
TD Waterhouse Canada
Ontario, Canada
USD 145 k – – –
Arax Advisory Partners
22
Arax Advisory Partners
Colorado
USD 98.7 k +USD 99.5 k +1,753 Nuevas
IMA Advisory Services
23
IMA Advisory Services
Colorado
USD 77.5 k +USD 78.1 k +1,377 Nuevas
William Blair & Company
24
William Blair & Company
Illinois
USD 68.1 k – – –
Spire Wealth Management
25
Spire Wealth Management
Virginia
USD 55.8 k – – –
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