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WisdomTree International AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$584K
RW
27
Rand Wealth
Maryland
$501K
OIM
28
Orca Investment Management
Oregon
$483K
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$467K +$1.03K +23 +0.2%
GIA
30
GHP Investment Advisors
Colorado
$455K +$476K +10,579 New
SC
31
SouthState Corp
Florida
$441K -$1.07M -23,805 -70%
TFA
32
Transamerica Financial Advisors
Florida
$434K +$34.6K +769 +8%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$430K -$225K -5,000 -33%
CAL
34
Capital Advisors Ltd
Ohio
$429K +$58.9K +1,310 +15%
OMC
35
Old Mission Capital
Illinois
$410K +$429K +9,535 New
OIA
36
Optimum Investment Advisors
Illinois
$374K -$6.75K -150 -2%
Creative Planning
37
Creative Planning
Kansas
$350K -$5.17K -115 -1%
WBG
38
Wharton Business Group
Pennsylvania
$308K
FAAS
39
First Allied Advisory Services
California
$297K -$40.5K -900 -12%
SPC
40
Sigma Planning Corp
Michigan
$289K +$302K +6,711 New
TWA
41
TCI Wealth Advisors
Arizona
$288K
CWM
42
Concert Wealth Management
California
$287K +$13.2K +294 +5%
EAMA
43
EFG Asset Management (Americas)
Florida
$280K +$292K +6,500 New
GW
44
GW & Wade
Massachusetts
$256K +$268K +5,950 New
YMRC
45
Yorktown Management & Research Company
Virginia
$226K
CS
46
Credit Suisse
Switzerland
$215K
TRCT
47
Tower Research Capital (TRC)
New York
$98K +$37.4K +831 +57%
Barclays
48
Barclays
United Kingdom
$65K
CFA
49
Carroll Financial Associates
North Carolina
$54K
MFS
50
MSI Financial Services
Massachusetts
$51K