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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
StrategIQ Financial Group
Indiana
$1.84M +$473K +6,303 +36%
MCWS
27
McKinley Carter Wealth Services
West Virginia
$1.69M +$526 +7 +0%
SI
28
SII Investments
Wisconsin
$1.52M -$252K -3,362 -15%
ICOA
29
Investment Centers of America
North Dakota
$1.42M -$126K -1,684 -8%
GAM
30
Garrison Asset Management
Arkansas
$1.34M +$74.6K +993 +6%
CPO
31
Cerity Partners OCIO
New York
$1.31M -$7.29K -97 -0.6%
SIAS
32
Shine Investment Advisory Services
Colorado
$1.28M -$36.6K -487 -3%
WPIC
33
White Pine Investment Company
Michigan
$1.26M +$49.9K +664 +4%
Raymond James & Associates
34
Raymond James & Associates
Florida
$1.24M +$157K +2,093 +15%
JP Morgan Private Wealth Advisors
35
JP Morgan Private Wealth Advisors
California
$1.2M +$40.3K +536 +4%
CWM
36
Concert Wealth Management
California
$1.06M -$976 -13 -0.1%
Citadel Advisors
37
Citadel Advisors
Florida
$1M +$576K +7,666 +143%
Montag & Associates
38
Montag & Associates
Georgia
$999K +$18.8K +250 +2%
Advisor Group
39
Advisor Group
Arizona
$974K +$951K +12,664 New
KLI
40
Kelman-Lazarov Inc
Tennessee
$923K -$15K -200 -2%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$898K +$875K +11,649 New
RCG
42
Ruggie Capital Group
Florida
$870K – – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$788K +$320K +4,266 +72%
GW & Wade
44
GW & Wade
Massachusetts
$764K -$167K -2,223 -18%
Citigroup
45
Citigroup
New York
$730K -$15.2K -202 -2%
Lincoln National Corp
46
Lincoln National Corp
Pennsylvania
$704K +$84.9K +1,130 +14%
MSI Financial Services
47
MSI Financial Services
Massachusetts
$687K -$257K -3,423 -28%
BIA
48
Biondo Investment Advisors
Pennsylvania
$686K +$86.7K +1,155 +15%
Cetera Advisors
49
Cetera Advisors
Colorado
$566K +$73.1K +973 +15%
Chevy Chase Trust
50
Chevy Chase Trust
Maryland
$557K -$882K -11,746 -62%