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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
$1.76M +$552 +7 +0%
SG Americas Securities
27
SG Americas Securities
New York
$1.69M +$1.66M +21,041 New
SFG
28
StrategIQ Financial Group
Indiana
$1.68M +$12.9K +163 +0.8%
ICOA
29
Investment Centers of America
North Dakota
$1.56M +$99.1K +1,257 +7%
RJA
30
Raymond James & Associates
Florida
$1.45M -$42K -532 -3%
CPO
31
Cerity Partners OCIO
New York
$1.42M +$70.7K +897 +5%
GAM
32
Garrison Asset Management
Arkansas
$1.38M -$30.5K -387 -2%
AIP
33
Ahrens Investment Partners
Louisiana
$1.34M +$1.32M +16,745 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.28M -$20.5K -260 -2%
SIAS
35
Shine Investment Advisory Services
Colorado
$1.26M -$18.9K -240 -2%
WPIC
36
White Pine Investment Company
Michigan
$1.25M -$41K -520 -3%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$1.25M
SHGA
38
Sand Hill Global Advisors
California
$1.15M +$1.13M +14,336 New
CWM
39
Concert Wealth Management
California
$1.15M +$48.3K +613 +5%
MA
40
Montag & Associates
Georgia
$1.04M
KLI
41
Kelman-Lazarov Inc
Tennessee
$949K -$17.7K -225 -2%
AG
42
Advisor Group
Arizona
$930K -$24.3K -308 -3%
RCG
43
Ruggie Capital Group
Florida
$906K -$60.7K -770 -6%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$861K -$87.6K -1,111 -9%
FAM
45
Flaharty Asset Management
Florida
$852K +$826K +10,480 New
SI
46
SII Investments
Wisconsin
$819K -$68.8K -872 -8%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$776K -$138K -1,749 -15%
GW
48
GW & Wade
Massachusetts
$751K -$44.5K -564 -6%
Citigroup
49
Citigroup
New York
$750K +$1.18K +15 +0.2%
CA
50
Cetera Advisors
Colorado
$724K +$38.6K +489 +6%