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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
VC
26
Vicus Capital
Pennsylvania
$1.71M -$205K -2,281 -11%
MCWS
27
McKinley Carter Wealth Services
West Virginia
$1.7M -$216K -2,398 -11%
GAM
28
Garrison Asset Management
Arkansas
$1.5M +$10.1K +112 +0.7%
CPO
29
Cerity Partners OCIO
New York
$1.49M -$449 -5 -0%
Jane Street
30
Jane Street
New York
$1.45M +$678K +7,540 +89%
WPIC
31
White Pine Investment Company
Michigan
$1.44M +$16.6K +185 +1%
SIAS
32
Shine Investment Advisory Services
Colorado
$1.4M +$12.7K +141 +0.9%
B
33
Barings
North Carolina
$1.3M
RJA
34
Raymond James & Associates
Florida
$1.28M -$80.4K -894 -6%
HCM
35
Hollencrest Capital Management
California
$1.27M +$647K +7,200 +100%
CA
36
Cetera Advisors
Colorado
$1.26M +$63.1K +702 +5%
AG
37
Advisor Group
Arizona
$1.25M +$37.5K +417 +3%
JWS
38
Juncture Wealth Strategies
Arizona
$1.17M +$362K +4,022 +45%
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$1.1M +$596K +6,636 +120%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.08M -$18K -200 -2%
NA
41
NewEdge Advisors
Louisiana
$1.06M +$591K +6,580 +127%
RCG
42
Ruggie Capital Group
Florida
$1.02M -$69.2K -770 -6%
LWS
43
Lucia Wealth Services
California
$999K -$12.4K -138 -1%
KLI
44
Kelman-Lazarov Inc
Tennessee
$984K -$65.6K -730 -6%
MA
45
Montag & Associates
Georgia
$855K
US Bancorp
46
US Bancorp
Minnesota
$842K -$53.9K -600 -6%
SHGA
47
Sand Hill Global Advisors
California
$807K
Citigroup
48
Citigroup
New York
$769K -$2.43K -27 -0.3%
BF
49
Blankinship & Foster
California
$748K -$19.8K -220 -3%
MML Investors Services
50
MML Investors Services
Massachusetts
$734K +$496K +5,517 +213%