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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
$1.87M -$17.1K -198 -0.9%
CAN
27
Cetera Advisor Networks
California
$1.87M -$66.6K -770 -4%
SFG
28
StrategIQ Financial Group
Indiana
$1.86M -$26K -301 -1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.72M +$407K +4,707 +32%
AIP
30
Ahrens Investment Partners
Louisiana
$1.61M +$6.05K +70 +0.4%
CPO
31
Cerity Partners OCIO
New York
$1.53M +$2.33K +27 +0.2%
RJA
32
Raymond James & Associates
Florida
$1.48M -$202K -2,337 -12%
B
33
Barings
North Carolina
$1.47M +$1.43M +16,559 New
GAM
34
Garrison Asset Management
Arkansas
$1.47M +$3.98K +46 +0.3%
SIAS
35
Shine Investment Advisory Services
Colorado
$1.36M -$9.95K -115 -0.7%
Citadel Advisors
36
Citadel Advisors
Florida
$1.29M +$1.27M +14,632 New
WPIC
37
White Pine Investment Company
Michigan
$1.25M +$107K +1,238 +10%
AG
38
Advisor Group
Arizona
$1.19M +$38.4K +444 +3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.14M +$355K +4,109 +47%
RCG
40
Ruggie Capital Group
Florida
$1.07M +$8.65K +100 +0.8%
KLI
41
Kelman-Lazarov Inc
Tennessee
$1.03M -$3.29K -38 -0.3%
RWM
42
Raffa Wealth Management
District of Columbia
$987K +$966K +11,167 New
PAG
43
Private Advisory Group
Washington
$977K -$166K -1,922 -15%
MA
44
Montag & Associates
Georgia
$968K -$130K -1,500 -12%
IFWM
45
Institute for Wealth Management
Colorado
$886K
PPA
46
Parametric Portfolio Associates
Washington
$886K +$867K +10,029 New
JP Morgan Chase
47
JP Morgan Chase
New York
$839K +$191K +2,206 +30%
US Bancorp
48
US Bancorp
Minnesota
$817K +$658K +7,610 +467%
SHGA
49
Sand Hill Global Advisors
California
$797K
FAM
50
Flaharty Asset Management
Florida
$787K +$519 +6 +0.1%