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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NFW
1
Noble Family Wealth
Florida
$11.4M -$97.5K -784 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$10.6M -$8.58K -69 -0.1%
LPL Financial
3
LPL Financial
California
$6.75M +$91.3K +734 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.06M +$14.7K +118 +0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.75M +$474K +3,810 +15%
SL
6
Salomon & Ludwin
Virginia
$3.23M -$53.1K -427 -2%
FGWP
7
Founders Grove Wealth Partners
Virginia
$3.06M -$16.3K -131 -0.6%
WCM
8
WealthBridge Capital Management
Ohio
$2.74M -$27.4K -220 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.73M -$879K -7,066 -25%
WIM
10
Westside Investment Management
California
$2.73M -$17.9K -144 -0.7%
Raymond James Financial
11
Raymond James Financial
Florida
$2.35M -$82.1K -660 -4%
MCM
12
MAI Capital Management
Ohio
$2.12M -$15.2K -122 -0.7%
IAN
13
Integrated Advisors Network
Texas
$1.96M +$1.86M +14,970 New
BIA
14
Biondo Investment Advisors
Pennsylvania
$1.82M +$30.1K +242 +2%
WDL
15
Well Done LLC
Michigan
$1.74M -$6.97K -56 -0.4%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.69M -$804K -6,461 -33%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.67M -$66.1K -531 -4%
GRP
18
Global Retirement Partners
California
$1.59M +$1.51M +12,118 New
AWM
19
Apollon Wealth Management
South Carolina
$1.51M -$7.46K -60 -0.5%
CRC
20
Curi RMB Capital
Illinois
$1.45M -$73.7K -592 -5%
HCP
21
Holt Capital Partners
Texas
$1.36M -$187K -1,500 -13%
PFS
22
Prospera Financial Services
Texas
$1.35M -$38.8K -312 -3%
Mariner
23
Mariner
Kansas
$1.22M +$634K +5,097 +121%
Wells Fargo
24
Wells Fargo
California
$1.21M -$225K -1,806 -16%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$1.08M -$39.7K -319 -4%