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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$1.43M -$38.4K -455 -2%
WPIC
27
White Pine Investment Company
Michigan
$1.41M +$200K +2,363 +15%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$1.4M -$55.4K -656 -3%
VC
29
Vicus Capital
Pennsylvania
$1.31M -$159K -1,877 -10%
CPO
30
Cerity Partners OCIO
New York
$1.27M -$1.69K -20 -0.1%
GAM
31
Garrison Asset Management
Arkansas
$1.26M -$15.7K -186 -1%
SIAS
32
Shine Investment Advisory Services
Colorado
$1.19M +$253 +3 +0%
B
33
Barings
North Carolina
$1.18M +$84.5K +1,000 +7%
AG
34
Advisor Group
Arizona
$1.1M +$36.2K +429 +3%
AIP
35
Ahrens Investment Partners
Louisiana
$1.09M -$410K -4,850 -26%
CA
36
Cetera Advisors
Colorado
$1.06M -$14.7K -174 -1%
RJA
37
Raymond James & Associates
Florida
$1.06M -$32.2K -381 -3%
NA
38
NewEdge Advisors
Louisiana
$1.04M +$149K +1,762 +15%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$923K +$1.52K +18 +0.2%
JWS
40
Juncture Wealth Strategies
Arizona
$911K -$91.2K -1,079 -8%
RCG
41
Ruggie Capital Group
Florida
$875K +$7.35K +87 +0.8%
LWS
42
Lucia Wealth Services
California
$823K -$30.4K -360 -3%
KLI
43
Kelman-Lazarov Inc
Tennessee
$787K -$55.6K -658 -6%
GFS
44
GYL Financial Synergies
Connecticut
$785K +$862K +10,201 New
IFWM
45
Institute for Wealth Management
Colorado
$762K +$836K +9,893 New
US Bancorp
46
US Bancorp
Minnesota
$717K
SHGA
47
Sand Hill Global Advisors
California
$687K
ARG
48
Advisory Resource Group
Oklahoma
$646K +$709K +8,386 New
BF
49
Blankinship & Foster
California
$637K
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$636K +$699K +8,268 New