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WisdomTree International AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.47M +$436K +8,842 +14%
LPL Financial
2
LPL Financial
California
$2.53M +$1.07M +21,640 +74%
BW
3
BIP Wealth
Georgia
$2.06M -$329K -6,668 -14%
FTUS
4
Flow Traders U.S.
New York
$1.23M +$1.22M +24,718 New
TC
5
Truvestments Capital
Florida
$712K +$247 +5 +0%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$674K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$627K -$256K -5,190 -29%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$556K +$3.46K +70 +0.6%
XF
9
XML Financial
Maryland
$467K +$30.5K +617 +7%
UBS Group
10
UBS Group
Switzerland
$347K -$231K -4,675 -40%
Creative Planning
11
Creative Planning
Kansas
$259K -$14.8K -300 -5%
CW
12
CreativeOne Wealth
Kansas
$243K +$242K +4,896 New
Raymond James Financial
13
Raymond James Financial
Florida
$242K -$15.3K -310 -6%
APC
14
Asset Planning Corporation
Tennessee
$233K
MA
15
Mezzasalma Advisors
New Jersey
$219K +$889 +18 +0.4%
Stifel Financial
16
Stifel Financial
Missouri
$203K +$202K +4,099 New
GIA
17
GHP Investment Advisors
Colorado
$161K +$494 +10 +0.3%
LFG
18
Larson Financial Group
Missouri
$133K -$3.5K -71 -3%
TWC
19
TD Waterhouse Canada
Ontario, Canada
$129K
SWM
20
Spire Wealth Management
Virginia
$109K
SPIA
21
Steward Partners Investment Advisory
New York
$82.3K
William Blair & Company
22
William Blair & Company
Illinois
$60.1K
Citigroup
23
Citigroup
New York
$32.9K
Osaic Holdings
24
Osaic Holdings
Arizona
$29K +$7.9K +160 +38%
NA
25
NewEdge Advisors
Louisiana
$28K +$27.8K +564 New