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WisdomTree US AI Enhanced Value Fund
AIVL

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Virtu Financial
New York
$2.04M +$2.07M +32,814 New
SI
27
SII Investments
Wisconsin
$1.89M +$1.91M +30,362 New
CPO
28
Cerity Partners OCIO
New York
$1.89M +$1.91M +30,272 New
VFS
29
VSR Financial Services
Kansas
$1.6M +$1.62M +25,665 New
CWM
30
Concert Wealth Management
California
$1.58M +$1.6M +25,357 New
HighTower Advisors
31
HighTower Advisors
Illinois
$1.56M +$1.58M +25,098 New
Annex Advisory Services
32
Annex Advisory Services
Wisconsin
$1.36M +$1.37M +21,802 New
SFI
33
SPC Financial Inc
Maryland
$1.32M +$1.34M +21,230 New
GAM
34
Garrison Asset Management
Arkansas
$1.28M +$1.3M +20,634 New
BII
35
Baring International Investment
United Kingdom
$1.16M +$1.17M +18,609 New
GW & Wade
36
GW & Wade
Massachusetts
$1.15M +$1.17M +18,536 New
AIG
37
American International Group
New York
$1.11M +$1.13M +17,889 New
Montag & Associates
38
Montag & Associates
Georgia
$920K +$930K +14,767 New
JP Morgan Private Wealth Advisors
39
JP Morgan Private Wealth Advisors
California
$901K +$911K +14,470 New
LIA
40
LBMC Investment Advisors
Tennessee
$867K +$876K +13,923 New
Stifel Nicolaus & Co
41
Stifel Nicolaus & Co
Missouri
$857K +$867K +13,767 New
Citigroup
42
Citigroup
New York
$846K +$855K +13,589 New
TNBTD
43
Trustmark National Bank Trust Department
Mississippi
$810K +$818K +13,000 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$791K +$800K +12,706 New
VC
45
Vicus Capital
Pennsylvania
$736K +$744K +11,827 New
Johnson Investment Counsel
46
Johnson Investment Counsel
Ohio
$720K +$729K +11,575 New
CCG
47
Chatham Capital Group
Georgia
$673K +$680K +10,800 New
ICOA
48
Investment Centers of America
North Dakota
$628K +$638K +10,134 New
Washington Trust
49
Washington Trust
Rhode Island
$618K +$625K +9,930 New
First Allied Advisory Services
50
First Allied Advisory Services
California
$565K +$573K +9,096 New
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