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WisdomTree International AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RW
26
Rand Wealth
Maryland
$543K
Creative Planning
27
Creative Planning
Kansas
$529K
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$500K -$1.65M -35,291 -77%
CWM
29
Concert Wealth Management
California
$428K -$27.8K -596 -6%
OIA
30
Optimum Investment Advisors
Illinois
$421K -$8.86K -190 -2%
WBG
31
Wharton Business Group
Pennsylvania
$356K
FAAS
32
First Allied Advisory Services
California
$346K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$322K +$316K +6,769 New
TWA
34
TCI Wealth Advisors
Arizona
$319K
EAM
35
Evanson Asset Management
California
$286K +$280K +6,007 New
RIL
36
Rothschild Investment LLC
Illinois
$267K +$1.12K +24 +0.4%
JIP
37
Jaffetilchin Investment Partners
Florida
$259K -$30.9K -663 -11%
CAL
38
Capital Advisors Ltd
Ohio
$227K +$222K +4,765 New
AAM
39
Azzad Asset Management
Virginia
$207K +$203K +4,346 New
VFS
40
VSR Financial Services
Kansas
$205K +$201K +4,305 New
Barclays
41
Barclays
United Kingdom
$99K
CFA
42
Carroll Financial Associates
North Carolina
$58K
HPBT
43
High Point Bank & Trust
North Carolina
$43K -$98.6K -2,113 -70%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$42K +$8.96K +192 +28%
1IC
45
1919 Investment Counsel
Maryland
$39K
MFS
46
MSI Financial Services
Massachusetts
$37K -$11.7K -251 -25%
EWM
47
Evercore Wealth Management
New York
$37K +$13.9K +297 +63%
Federated Hermes
48
Federated Hermes
Pennsylvania
$36K
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$35K +$34K +729 New
MBT
50
Monroe Bank & Trust
Michigan
$24K +$23.3K +500 New