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WisdomTree US AI Enhanced Value Fund
AIVL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
O'Shaughnessy Asset Management
26
O'Shaughnessy Asset Management
Connecticut
USD 1.08 M -USD 39.7 k -319 -4%
Cerity Partners
27
Cerity Partners
New York
USD 1.02 M +USD 2.61 k +21 +0.3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
USD 986 k -USD 1.12 k -9 -0.1%
Robinson Smith Wealth Advisors
29
Robinson Smith Wealth Advisors
Maine
USD 959 k -USD 38.2 k -307 -4%
Amarillo National Bank
30
Amarillo National Bank
Texas
USD 922 k -USD 21.8 k -175 -2%
Institute for Wealth Management
31
Institute for Wealth Management
Colorado
USD 880 k -USD 1.87 k -15 -0.2%
Kelman-Lazarov Inc
32
Kelman-Lazarov Inc
Tennessee
USD 838 k -USD 1.49 k -12 -0.2%
Dickmeyer Boyce Financial Management
33
Dickmeyer Boyce Financial Management
Indiana
USD 812 k -USD 19.8 k -159 -3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
USD 771 k -USD 189 k -1,522 -21%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
USD 750 k +USD 34.5 k +277 +5%
Baird Financial Group
36
Baird Financial Group
Wisconsin
USD 747 k -USD 25 k -201 -3%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
USD 744 k -USD 24.5 k -197 -3%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
USD 741 k -USD 9.6 k -77 -1%
Perigon Wealth Management
39
Perigon Wealth Management
California
USD 727 k +USD 249 +2 +0%
Arax Advisory Partners
40
Arax Advisory Partners
Colorado
USD 698 k +USD 662 k +5,324 Nuevas
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
USD 636 k -USD 24.5 k -197 -4%
Jane Street
42
Jane Street
New York
USD 635 k +USD 603 k +4,845 Nuevas
Decker Wealth Management LLC
43
Decker Wealth Management LLC
Tennessee
USD 625 k -USD 14.3 k -115 -2%
AQR Capital Management
44
AQR Capital Management
Connecticut
USD 585 k – – –
Flow Traders U.S.
45
Flow Traders U.S.
New York
USD 560 k +USD 163 k +1,312 +44%
Montag & Associates
46
Montag & Associates
Georgia
USD 554 k – – –
Evergreen Wealth Solutions
47
Evergreen Wealth Solutions
Pennsylvania
USD 546 k +USD 3.98 k +32 +0.8%
OneDigital Investment Advisors
48
OneDigital Investment Advisors
Kansas
USD 525 k – – –
NewEdge Advisors
49
NewEdge Advisors
Louisiana
USD 518 k -USD 109 k -876 -18%
Waverly Advisors
50
Waverly Advisors
Alabama
USD 509 k +USD 124 +1 +0%
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