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WisdomTree International AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
26
Asset Dedication LLC
California
$34K
FHA
27
Flagship Harbor Advisors
Massachusetts
$24K
PAG
28
Private Advisor Group
New Jersey
$20K +$18.7K +550 New
GWM
29
Geneos Wealth Management
Colorado
$19K
GRP
30
Global Retirement Partners
California
$16K
AF
31
Advisornet Financial
Minnesota
$15K
SFS
32
Sowell Financial Services
Arkansas
$14K
CFD
33
Creative Financial Designs
Indiana
$11K +$10.2K +300 New
TCOV
34
Trust Company of Vermont
Vermont
$7K -$17K -500 -72%
FRA
35
Front Row Advisors
California
$5K
AF
36
Allworth Financial
California
$5K +$4.51K +133 New
CFGS
37
Concourse Financial Group Securities
Alabama
$4K
TFA
38
Transamerica Financial Advisors
Florida
$1K +$34 +1 New
WIM
39
Westside Investment Management
California
$17
Bank of New York Mellon
40
Bank of New York Mellon
New York
-$511K -16,241 Closed
PO
41
Private Ocean
California
-$60K -1,925 Closed
AIC
42
Ameritas Investment Company
Nebraska
-$14K -440 Closed
ASN
43
Advisory Services Network
Georgia
-$7K -227 Closed
CAN
44
Claraphi Advisory Network
United States
-$6K -200 Closed
QCG
45
Quadrant Capital Group
Ohio
-$6K -196 Closed
US Bancorp
46
US Bancorp
Minnesota
-$2K -78 Closed