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WisdomTree International AI Enhanced Value Fund
AIVI

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
26
Wilmington Trust
Delaware
$481K +$515K +12,000 New
ACM
27
Advisors Capital Management
New Jersey
$465K +$498K +11,609 New
RW
28
Rand Wealth
Maryland
$457K +$489K +11,394 New
Creative Planning
29
Creative Planning
Kansas
$406K +$434K +10,121 New
Jane Street
30
Jane Street
New York
$370K +$396K +9,238 New
TWA
31
TCI Wealth Advisors
Arizona
$314K +$335K +7,820 New
Ameriprise
32
Ameriprise
Minnesota
$313K +$335K +7,822 New
WBG
33
Wharton Business Group
Pennsylvania
$300K +$321K +7,482 New
JIP
34
Jaffetilchin Investment Partners
Florida
$287K +$307K +7,165 New
FNBT
35
FineMark National Bank & Trust
Florida
$272K +$291K +6,775 New
FAAS
36
First Allied Advisory Services
California
$254K +$272K +6,350 New
RIL
37
Rothschild Investment LLC
Illinois
$223K +$238K +5,551 New
CS
38
Credit Suisse
Switzerland
$200K +$214K +5,000 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$147K +$157K +3,668 New
HPBT
40
High Point Bank & Trust
North Carolina
$109K +$117K +2,722 New
CW
41
Cobiz Wealth
Colorado
$97K +$104K +2,419 New
Barclays
42
Barclays
United Kingdom
$84K +$90.1K +2,100 New
MFS
43
MSI Financial Services
Massachusetts
$41K +$43.4K +1,011 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$37K +$39.6K +924 New
1IC
45
1919 Investment Counsel
Maryland
$33K +$34.3K +800 New
Federated Hermes
46
Federated Hermes
Pennsylvania
$30K +$32.4K +755 New
T
47
Thomaspartners
Massachusetts
$26K +$28.2K +657 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$15K +$16.5K +385 New
KPCM
49
Kings Point Capital Management
New York
$14K +$14.8K +345 New
EWM
50
Evercore Wealth Management
New York
$10K +$10.3K +241 New
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