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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
26
StrategIQ Financial Group
Indiana
$1.7M -$820K -9,889 -27%
AWM
27
AE Wealth Management
Kansas
$1.68M -$13.6M -163,634 -86%
NFG
28
Nadler Financial Group
Illinois
$1.6M -$63.7K -768 -3%
CFA
29
Cahill Financial Advisors
Minnesota
$1.47M -$5.31K -64 -0.3%
WCM
30
WealthBridge Capital Management
Ohio
$1.43M +$1.17M +14,159 +178%
WPIC
31
White Pine Investment Company
Michigan
$1.38M +$60.5K +729 +4%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$1.37M +$1.76M +21,158 New
TCPWM
33
Traverso Chambers Private Wealth Management
California
$1.27M -$45.1K -544 -3%
MCWS
34
McKinley Carter Wealth Services
West Virginia
$1.02M +$747 +9 +0.1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.01M -$294K -3,544 -18%
CPO
36
Cerity Partners OCIO
New York
$1M -$103K -1,242 -7%
GAM
37
Garrison Asset Management
Arkansas
$906K -$35.3K -426 -3%
TRCT
38
Tower Research Capital (TRC)
New York
$860K +$722K +8,707 +189%
RJA
39
Raymond James & Associates
Florida
$847K -$96.6K -1,164 -8%
Citadel Advisors
40
Citadel Advisors
Florida
$825K -$1.21M -14,610 -53%
B
41
Barings
North Carolina
$824K
SIAS
42
Shine Investment Advisory Services
Colorado
$787K -$59.3K -715 -6%
GHA
43
GW Henssler & Associates
Georgia
$777K +$355K +4,278 +55%
GFS
44
GYL Financial Synergies
Connecticut
$769K -$96.2K -1,159 -9%
NA
45
NewEdge Advisors
Louisiana
$747K -$44.4K -535 -4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$735K -$46.5K -561 -5%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$732K -$12.6K -152 -1%
CA
48
Cetera Advisors
Colorado
$730K -$11.9K -144 -1%
ARG
49
Advisory Resource Group
Oklahoma
$651K +$95.6K +1,152 +13%
KLI
50
Kelman-Lazarov Inc
Tennessee
$648K -$8.13K -98 -1%