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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
26
Rehmann Capital Advisory Group
Michigan
$2.16M +$2.11M +25,314 New
CFA
27
Cahill Financial Advisors
Minnesota
$1.96M +$2.33K +28 +0.1%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$1.94M -$30.4K -365 -2%
AI
29
Atria Investments
North Carolina
$1.89M +$1.84M +22,117 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.79M +$27.2K +327 +2%
CAN
31
Cetera Advisor Networks
California
$1.55M -$40K -481 -3%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$1.54M -$12.6K -151 -0.8%
WPIC
33
White Pine Investment Company
Michigan
$1.43M -$131K -1,576 -9%
CPO
34
Cerity Partners OCIO
New York
$1.41M +$416 +5 +0%
GAM
35
Garrison Asset Management
Arkansas
$1.4M +$83 +1 +0%
SIAS
36
Shine Investment Advisory Services
Colorado
$1.33M +$999 +12 +0.1%
VC
37
Vicus Capital
Pennsylvania
$1.32M -$128K -1,535 -9%
AG
38
Advisor Group
Arizona
$1.32M +$98K +1,178 +8%
AIP
39
Ahrens Investment Partners
Louisiana
$1.24M +$33.3K +400 +3%
B
40
Barings
North Carolina
$1.21M -$108K -1,300 -8%
NA
41
NewEdge Advisors
Louisiana
$1.15M -$6.57K -79 -0.6%
RJA
42
Raymond James & Associates
Florida
$1.14M -$36K -432 -3%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.03M +$666 +8 +0.1%
RCG
44
Ruggie Capital Group
Florida
$964K -$7.24K -87 -0.8%
KLI
45
Kelman-Lazarov Inc
Tennessee
$874K
GFS
46
GYL Financial Synergies
Connecticut
$835K -$36.2K -435 -4%
IFWM
47
Institute for Wealth Management
Colorado
$835K -$10.1K -121 -1%
ARG
48
Advisory Resource Group
Oklahoma
$827K +$118K +1,416 +17%
JWS
49
Juncture Wealth Strategies
Arizona
$765K -$240K -2,889 -24%
SHGA
50
Sand Hill Global Advisors
California
$753K -$9.9K -119 -1%