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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
SII Investments
Wisconsin
$2.13M -$568K -8,538 -22%
LIA
27
LBMC Investment Advisors
Tennessee
$2.02M +$1.01M +15,231 +108%
PAMG
28
Patton Albertson Miller Group
Tennessee
$1.94M -$597K -8,980 -24%
Goldman Sachs
29
Goldman Sachs
New York
$1.92M +$504K +7,581 +37%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.77M +$92.1K +1,385 +6%
HCM
31
Hollencrest Capital Management
California
$1.66M +$1.6M +24,110 New
AIG
32
American International Group
New York
$1.63M +$263K +3,955 +20%
CAN
33
Cetera Advisor Networks
California
$1.63M -$462K -6,951 -23%
CPO
34
Cerity Partners OCIO
New York
$1.59M -$105K -1,582 -6%
SFI
35
SPC Financial Inc
Maryland
$1.57M +$92.1K +1,385 +6%
VFS
36
VSR Financial Services
Kansas
$1.45M -$347K -5,223 -20%
GAM
37
Garrison Asset Management
Arkansas
$1.41M +$30.3K +455 +2%
CWM
38
Concert Wealth Management
California
$1.22M +$1.6K +24 +0.1%
GW
39
GW & Wade
Massachusetts
$1.21M -$66.7K -1,002 -5%
AAS
40
Annex Advisory Services
Wisconsin
$1.19M -$81.4K -1,224 -7%
MA
41
Montag & Associates
Georgia
$1.04M +$22.2K +333 +2%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$1.03M +$33.3K +500 +3%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1M +$4.26K +64 +0.4%
Citigroup
44
Citigroup
New York
$948K +$11.3K +170 +1%
MFS
45
MSI Financial Services
Massachusetts
$881K +$27.8K +418 +3%
VC
46
Vicus Capital
Pennsylvania
$879K +$66.3K +996 +8%
FAAS
47
First Allied Advisory Services
California
$797K +$69.7K +1,048 +10%
JIC
48
Johnson Investment Counsel
Ohio
$783K
CIC
49
Cutler Investment Counsel
Oregon
$758K +$18.4K +277 +3%
CCG
50
Chatham Capital Group
Georgia
$743K