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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WPIC
26
White Pine Investment Company
Michigan
$1.78M +$135K +1,771 +8%
CFA
27
Cahill Financial Advisors
Minnesota
$1.71M -$13.3K -174 -0.8%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$1.31M -$94.3K -1,238 -7%
AWM
29
AE Wealth Management
Kansas
$1.18M -$1.36M -17,849 -53%
SFG
30
StrategIQ Financial Group
Indiana
$1.16M -$140K -1,837 -11%
CPO
31
Cerity Partners OCIO
New York
$1.12M -$44.4K -582 -4%
SS
32
Simplicity Solutions
Minnesota
$1.11M -$1.32M -17,374 -54%
WB
33
Webster Bank
Connecticut
$1.05M +$1.06M +13,962 New
GAM
34
Garrison Asset Management
Arkansas
$1.04M -$9.53K -125 -0.9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$980K +$32.4K +425 +3%
CA
36
Cetera Advisors
Colorado
$931K -$10.7K -140 -1%
KAS
37
Kestra Advisory Services
Texas
$904K +$914K +11,991 New
RJA
38
Raymond James & Associates
Florida
$868K -$65.2K -855 -7%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$826K -$11.8K -155 -1%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$787K -$157K -2,060 -16%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$777K -$71.5K -938 -9%
SIAS
42
Shine Investment Advisory Services
Colorado
$776K -$145K -1,901 -16%
KLI
43
Kelman-Lazarov Inc
Tennessee
$721K -$3.2K -42 -0.4%
IFWM
44
Institute for Wealth Management
Colorado
$716K
BIA
45
Biondo Investment Advisors
Pennsylvania
$692K +$17.3K +227 +3%
AIP
46
Ahrens Investment Partners
Louisiana
$689K
FHB
47
First Hawaiian Bank
Hawaii
$621K +$25.5K +334 +4%
US Bancorp
48
US Bancorp
Minnesota
$615K
TRCT
49
Tower Research Capital (TRC)
New York
$599K -$82.6K -1,084 -12%
GFS
50
GYL Financial Synergies
Connecticut
$549K -$121K -1,589 -18%