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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
26
Traverso Chambers Private Wealth Management
California
$1.4M -$55.6K -692 -4%
CPO
27
Cerity Partners OCIO
New York
$1.27M +$26.8K +333 +2%
FGAM
28
Financial Gravity Asset Management
Texas
$1.27M +$1.21M +15,099 New
Citadel Advisors
29
Citadel Advisors
Florida
$1.14M +$1.09M +13,610 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.14M +$46.4K +577 +4%
KAS
31
Kestra Advisory Services
Texas
$1.1M +$99.1K +1,233 +10%
CA
32
Cetera Advisors
Colorado
$1.05M +$12.5K +156 +1%
SFG
33
StrategIQ Financial Group
Indiana
$1.02M -$260K -3,239 -21%
RJA
34
Raymond James & Associates
Florida
$931K -$31.7K -395 -3%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$920K -$1.73M -21,586 -66%
WB
36
Webster Bank
Connecticut
$919K -$240K -2,992 -21%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$918K +$884 +11 +0.1%
GAM
38
Garrison Asset Management
Arkansas
$882K -$265K -3,295 -24%
KLI
39
Kelman-Lazarov Inc
Tennessee
$801K
IFWM
40
Institute for Wealth Management
Colorado
$794K
BIA
41
Biondo Investment Advisors
Pennsylvania
$757K -$10.9K -135 -1%
AIP
42
Ahrens Investment Partners
Louisiana
$751K -$13.7K -170 -2%
FHB
43
First Hawaiian Bank
Hawaii
$728K +$37.8K +470 +6%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$699K -$120K -1,495 -15%
US Bancorp
45
US Bancorp
Minnesota
$683K
ANB
46
Amarillo National Bank
Texas
$589K
MML Investors Services
47
MML Investors Services
Massachusetts
$526K +$66.1K +823 +15%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$523K +$165K +2,054 +49%
DWP
49
Destiny Wealth Partners
Florida
$512K +$492K +6,120 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$491K