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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
26
SPC Financial Inc
Maryland
$2.22M +$133K +1,775 +7%
SI
27
SII Investments
Wisconsin
$2.19M +$58.6K +783 +3%
BAM
28
Baring Asset Management
United Kingdom
$2.14M -$198K -2,650 -9%
MCWS
29
McKinley Carter Wealth Services
West Virginia
$2.13M -$41.4K -553 -2%
SC
30
SouthState Corp
Florida
$1.48M -$1.19M -15,957 -45%
SIAS
31
Shine Investment Advisory Services
Colorado
$1.34M -$89.6K -1,197 -6%
Ameriprise
32
Ameriprise
Minnesota
$1.31M +$268K +3,579 +27%
CWM
33
Concert Wealth Management
California
$1.3M +$6.36K +85 +0.5%
FAAS
34
First Allied Advisory Services
California
$1.27M +$80.9K +1,081 +7%
GAM
35
Garrison Asset Management
Arkansas
$1.25M
GW
36
GW & Wade
Massachusetts
$1.18M -$130K -1,735 -10%
RJA
37
Raymond James & Associates
Florida
$1.16M -$295K -3,939 -21%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$1.15M
Citigroup
39
Citigroup
New York
$1.1M +$3.74K +50 +0.3%
MA
40
Montag & Associates
Georgia
$1.09M
CIC
41
Cutler Investment Counsel
Oregon
$1.08M +$35.6K +476 +3%
PAMG
42
Patton Albertson Miller Group
Tennessee
$1.06M -$88.8K -1,187 -8%
AAS
43
Annex Advisory Services
Wisconsin
$1.05M -$78.9K -1,054 -7%
WPIC
44
White Pine Investment Company
Michigan
$1.04M +$56K +748 +6%
SEIA
45
Signature Estate & Investment Advisors
California
$1.03M +$4.12K +55 +0.4%
ICOA
46
Investment Centers of America
North Dakota
$911K -$72.7K -971 -8%
RCG
47
Ruggie Capital Group
Florida
$857K +$844K +11,280 New
ALA
48
Atherton Lane Advisers
California
$844K -$20.2K -270 -2%
CAN
49
Cetera Advisor Networks
California
$787K -$384K -5,136 -33%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$759K +$37.9K +507 +5%