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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 +$575 +7 +0%
RJA
27
Raymond James & Associates
Florida
$1.62M +$52.8K +643 +3%
BAM
28
Baring Asset Management
United Kingdom
$1.55M -$271K -3,300 -15%
AIP
29
Ahrens Investment Partners
Louisiana
$1.46M +$16.4K +200 +1%
CPO
30
Cerity Partners OCIO
New York
$1.42M -$57.8K -703 -4%
GAM
31
Garrison Asset Management
Arkansas
$1.37M -$19.9K -242 -1%
ICOA
32
Investment Centers of America
North Dakota
$1.28M -$302K -3,671 -19%
SIAS
33
Shine Investment Advisory Services
Colorado
$1.27M -$14K -170 -1%
CA
34
Cetera Advisors
Colorado
$1.14M +$330K +4,018 +41%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.12M -$82.9K -1,009 -7%
WPIC
36
White Pine Investment Company
Michigan
$1.09M -$183K -2,230 -14%
MA
37
Montag & Associates
Georgia
$1.07M
RCG
38
Ruggie Capital Group
Florida
$992K
KLI
39
Kelman-Lazarov Inc
Tennessee
$967K -$5.09K -62 -0.5%
AG
40
Advisor Group
Arizona
$963K -$493 -6 -0.1%
IFWM
41
Institute for Wealth Management
Colorado
$829K +$828K +10,078 New
SHGA
42
Sand Hill Global Advisors
California
$742K -$437K -5,318 -37%
GW
43
GW & Wade
Massachusetts
$740K +$82 +1 +0%
PAG
44
Private Advisory Group
Washington
$739K +$738K +8,978 New
BIA
45
Biondo Investment Advisors
Pennsylvania
$734K +$1.64K +20 +0.2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$734K +$13.3K +162 +2%
Citigroup
47
Citigroup
New York
$727K -$44.9K -547 -6%
VKH
48
Virtu KCG Holdings
New York
$700K -$16.4K -199 -2%
BF
49
Blankinship & Foster
California
$699K
HWA
50
HCR Wealth Advisors
California
$663K