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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ahrens Investment Partners
Louisiana
$1.59M +$8.62K +100 +0.5%
CPO
27
Cerity Partners OCIO
New York
$1.43M -$54K -627 -4%
GAM
28
Garrison Asset Management
Arkansas
$1.43M +$345 +4 +0%
WPIC
29
White Pine Investment Company
Michigan
$1.37M +$118K +1,366 +9%
SIAS
30
Shine Investment Advisory Services
Colorado
$1.33M +$86 +1 +0%
RJA
31
Raymond James & Associates
Florida
$1.3M -$102K -1,188 -7%
B
32
Barings
North Carolina
$1.25M -$34.5K -400 -3%
AG
33
Advisor Group
Arizona
$1.17M -$53.9K -625 -4%
CA
34
Cetera Advisors
Colorado
$1.16M -$22.3K -259 -2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.15M -$462K -5,363 -29%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.06M -$26.5K -308 -2%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$1.05M +$462K +5,363 +79%
RCG
38
Ruggie Capital Group
Florida
$1.05M -$8.62K -100 -0.8%
KLI
39
Kelman-Lazarov Inc
Tennessee
$1.01M
LWS
40
Lucia Wealth Services
California
$972K +$8.79K +102 +0.9%
US Bancorp
41
US Bancorp
Minnesota
$861K -$51.7K -600 -6%
MA
42
Montag & Associates
Georgia
$822K
SHGA
43
Sand Hill Global Advisors
California
$775K +$769K +8,923 New
JWS
44
Juncture Wealth Strategies
Arizona
$773K +$442K +5,128 +136%
Citigroup
45
Citigroup
New York
$741K -$5.6K -65 -0.8%
BF
46
Blankinship & Foster
California
$738K
Jane Street
47
Jane Street
New York
$736K -$3.29M -38,213 -82%
JFA
48
JNBA Financial Advisors
Minnesota
$730K +$127K +1,470 +21%
BIA
49
Biondo Investment Advisors
Pennsylvania
$722K +$9.91K +115 +1%
APA
50
American Portfolios Advisors
New York
$703K +$10K +116 +1%