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WisdomTree International AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$243K +$36.6K +897 +18%
SPC
27
Sigma Planning Corp
Michigan
$241K +$8.36K +205 +4%
CCG
28
Chatham Capital Group
Georgia
$226K
IFWM
29
Institute for Wealth Management
Colorado
$224K +$227K +5,560 New
GW
30
GW & Wade
Massachusetts
$215K
CAL
31
Capital Advisors Ltd
Ohio
$154K
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$145K -$3.88K -95 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$80K
TWA
34
TCI Wealth Advisors
Arizona
$79K
SPIA
35
Steward Partners Investment Advisory
New York
$51K +$51.4K +1,259 New
GWM
36
Geneos Wealth Management
Colorado
$49K -$18K -441 -27%
AG
37
Advisor Group
Arizona
$46K +$34.2K +839 +288%
HNB
38
Huntington National Bank
Ohio
$41K
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$21K
WIM
40
Westside Investment Management
California
$20.3K
GRP
41
Global Retirement Partners
California
$19K
IA
42
IFP Advisors
Florida
$16K +$286 +7 +2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$10K
NFG
44
Next Financial Group
Texas
$9K
ASN
45
Advisory Services Network
Georgia
$9K +$3.96K +97 +81%
SIAP
46
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.08K
TFA
48
Transamerica Financial Advisors
Florida
$1K
APSP
49
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$1.43K +35 New
CWM
50
Concert Wealth Management
California
-$239K -6,434 Closed