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WisdomTree US AI Enhanced Value Fund
AIVL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
William Blair & Company
76
William Blair & Company
Illinois
USD 276 k – – –
Sequent Planning
77
Sequent Planning
Nebraska
USD 272 k +USD 36.2 k +291 +16%
Cladis Investment Advisory
78
Cladis Investment Advisory
Montana
USD 262 k – – –
Augustine Asset Management
79
Augustine Asset Management
Florida
USD 261 k – – –
Merit Financial Group
80
Merit Financial Group
Georgia
USD 241 k +USD 373 +3 +0.2%
Key Financial Inc
81
Key Financial Inc
Pennsylvania
USD 241 k +USD 124 +1 +0.1%
Sax Wealth Advisors
82
Sax Wealth Advisors
New Jersey
USD 238 k – – –
Trust Company of Vermont
83
Trust Company of Vermont
Vermont
USD 236 k – – –
Axxcess Wealth Management
84
Axxcess Wealth Management
California
USD 231 k +USD 219 k +1,763 Nuevas
Tower Research Capital (TRC)
85
Tower Research Capital (TRC)
New York
USD 228 k +USD 6.72 k +54 +3%
Steward Partners Investment Advisory
86
Steward Partners Investment Advisory
New York
USD 227 k – – –
Avant Capital
87
Avant Capital
Louisiana
USD 226 k +USD 214 k +1,723 Nuevas
Steigerwald Gordon & Koch
88
Steigerwald Gordon & Koch
Virginia
USD 219 k – – –
Mengis Capital Management
89
Mengis Capital Management
Oregon
USD 219 k +USD 208 k +1,670 Nuevas
Jones Financial Companies
90
Jones Financial Companies
Missouri
USD 184 k +USD 32.7 k +263 +23%
Bellevue Asset Management
91
Bellevue Asset Management
Washington
USD 167 k +USD 249 +2 +0.2%
Harbour Investments
92
Harbour Investments
Wisconsin
USD 154 k – – –
Farther Finance Advisors
93
Farther Finance Advisors
California
USD 146 k – – –
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
USD 145 k +USD 137 k +1,103 Nuevas
Fidelity Investments
95
Fidelity Investments
Massachusetts
USD 135 k +USD 26 k +209 +25%
Pension & Wealth Management Advisors
96
Pension & Wealth Management Advisors
Massachusetts
USD 131 k – – –
Clearstead Advisors
97
Clearstead Advisors
Ohio
USD 128 k – – –
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
USD 107 k – – –
Allworth Financial
99
Allworth Financial
California
USD 103 k +USD 62.3 k +501 +177%
Franklin Resources
100
Franklin Resources
California
USD 97 k – – –
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