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WisdomTree US AI Enhanced Value Fund
AIVL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NFW
1
Noble Family Wealth
Florida
USD 11.4 M -USD 97.5 k -784 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
USD 10.6 M -USD 8.58 k -69 -0.1%
LPL Financial
3
LPL Financial
California
USD 6.75 M +USD 91.3 k +734 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
USD 4.06 M +USD 14.7 k +118 +0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
USD 3.75 M +USD 474 k +3,810 +15%
Salomon & Ludwin
6
Salomon & Ludwin
Virginia
USD 3.23 M -USD 53.1 k -427 -2%
FGWP
7
Founders Grove Wealth Partners
Virginia
USD 3.06 M -USD 16.3 k -131 -0.6%
WCM
8
WealthBridge Capital Management
Ohio
USD 2.74 M -USD 27.4 k -220 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 2.73 M -USD 879 k -7,066 -25%
Westside Investment Management
10
Westside Investment Management
California
USD 2.73 M -USD 17.9 k -144 -0.7%
Raymond James Financial
11
Raymond James Financial
Florida
USD 2.35 M -USD 82.1 k -660 -4%
MAI Capital Management
12
MAI Capital Management
Ohio
USD 2.12 M -USD 15.2 k -122 -0.7%
Integrated Advisors Network
13
Integrated Advisors Network
Texas
USD 1.96 M +USD 1.86 M +14,970 Nuevas
Biondo Investment Advisors
14
Biondo Investment Advisors
Pennsylvania
USD 1.82 M +USD 30.1 k +242 +2%
Well Done LLC
15
Well Done LLC
Michigan
USD 1.74 M -USD 6.97 k -56 -0.4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
USD 1.69 M -USD 804 k -6,461 -33%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
USD 1.67 M -USD 66.1 k -531 -4%
Global Retirement Partners
18
Global Retirement Partners
California
USD 1.59 M +USD 1.51 M +12,118 Nuevas
Apollon Wealth Management
19
Apollon Wealth Management
South Carolina
USD 1.51 M -USD 7.46 k -60 -0.5%
Curi RMB Capital
20
Curi RMB Capital
Illinois
USD 1.45 M -USD 73.6 k -592 -5%
HCP
21
Holt Capital Partners
Texas
USD 1.36 M -USD 187 k -1,500 -13%
Prospera Financial Services
22
Prospera Financial Services
Texas
USD 1.35 M -USD 38.8 k -312 -3%
Mariner
23
Mariner
Kansas
USD 1.22 M +USD 634 k +5,097 +121%
Wells Fargo
24
Wells Fargo
California
USD 1.21 M -USD 225 k -1,806 -16%
O'Shaughnessy Asset Management
25
O'Shaughnessy Asset Management
Connecticut
USD 1.08 M -USD 39.7 k -319 -4%
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