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WisdomTree International AI Enhanced Value Fund

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