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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James & Associates
26
Raymond James & Associates
Florida
$1.46M +$200K +2,538 +16%
ICOA
27
Investment Centers of America
North Dakota
$1.44M -$11.9K -152 -0.8%
GAM
28
Garrison Asset Management
Arkansas
$1.38M +$17.1K +217 +1%
CPO
29
Cerity Partners OCIO
New York
$1.32M -$33K -420 -2%
Citadel Advisors
30
Citadel Advisors
Florida
$1.31M +$285K +3,624 +28%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.27M +$472K +6,007 +59%
WPIC
32
White Pine Investment Company
Michigan
$1.26M -$17.4K -221 -1%
SIAS
33
Shine Investment Advisory Services
Colorado
$1.26M -$47.1K -599 -4%
JP Morgan Private Wealth Advisors
34
JP Morgan Private Wealth Advisors
California
$1.22M – – –
CWM
35
Concert Wealth Management
California
$1.07M -$7K -89 -0.6%
Cetera Advisor Networks
36
Cetera Advisor Networks
California
$1.02M +$594K +7,550 +139%
Montag & Associates
37
Montag & Associates
Georgia
$1.02M – – –
RCG
38
Ruggie Capital Group
Florida
$947K +$60.5K +770 +7%
Advisor Group
39
Advisor Group
Arizona
$933K -$61K -776 -6%
KLI
40
Kelman-Lazarov Inc
Tennessee
$931K +$7.86K +100 +0.8%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$930K -$2.98M -37,892 -76%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$897K +$897K +11,416 New
SI
43
SII Investments
Wisconsin
$869K -$682K -8,676 -44%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$838K -$77.6K -987 -8%
GW & Wade
45
GW & Wade
Massachusetts
$779K – – –
Citigroup
46
Citigroup
New York
$732K -$11.6K -147 -2%
MSI Financial Services
47
MSI Financial Services
Massachusetts
$707K +$7.39K +94 +1%
BIA
48
Biondo Investment Advisors
Pennsylvania
$685K -$14.2K -180 -2%
Cetera Advisors
49
Cetera Advisors
Colorado
$673K +$94.2K +1,198 +16%
Lincoln National Corp
50
Lincoln National Corp
Pennsylvania
$667K -$50.1K -637 -7%