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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
26
McKinley Carter Wealth Services
West Virginia
$1.86M -$157K -2,211 -7%
SI
27
SII Investments
Wisconsin
$1.79M -$55.3K -776 -3%
AIG
28
American International Group
New York
$1.77M +$147K +2,064 +9%
CPO
29
Cerity Partners OCIO
New York
$1.39M +$11K +155 +0.8%
ICOA
30
Investment Centers of America
North Dakota
$1.22M +$77.3K +1,085 +6%
Mariner
31
Mariner
Kansas
$1.2M -$24.2K -340 -2%
SIAS
32
Shine Investment Advisory Services
Colorado
$1.16M +$1.23M +17,226 New
GAM
33
Garrison Asset Management
Arkansas
$1.12M +$5.2K +73 +0.4%
Ameriprise
34
Ameriprise
Minnesota
$1.06M +$283K +3,978 +34%
CWM
35
Concert Wealth Management
California
$1.05M -$46.9K -659 -4%
WPIC
36
White Pine Investment Company
Michigan
$1.05M -$5.34K -75 -0.5%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$1.01M +$1.07M +14,970 New
GW
38
GW & Wade
Massachusetts
$931K -$33.1K -465 -3%
RJA
39
Raymond James & Associates
Florida
$918K -$43.6K -613 -4%
MA
40
Montag & Associates
Georgia
$854K +$21.4K +300 +2%
Citigroup
41
Citigroup
New York
$833K -$110K -1,551 -11%
RCG
42
Ruggie Capital Group
Florida
$825K
HF
43
HRT Financial
New York
$781K +$226K +3,170 +37%
MFS
44
MSI Financial Services
Massachusetts
$694K -$156K -2,196 -18%
AAS
45
Annex Advisory Services
Wisconsin
$674K -$19K -267 -3%
JP Morgan Chase
46
JP Morgan Chase
New York
$637K -$6.41K -90 -0.9%
ALA
47
Atherton Lane Advisers
California
$635K
CAN
48
Cetera Advisor Networks
California
$553K -$152K -2,131 -21%
Citadel Advisors
49
Citadel Advisors
Florida
$544K -$2.96M -41,596 -84%
VKH
50
Virtu KCG Holdings
New York
$524K +$57.9K +813 +12%