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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
$1.57M +$266 +3 +0%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.24M +$913K +10,292 +360%
CPO
28
Cerity Partners OCIO
New York
$1.24M -$182K -2,051 -14%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.21M -$65.2K -735 -5%
PFS
30
Prospera Financial Services
Texas
$1.15M +$574K +6,474 +113%
RJA
31
Raymond James & Associates
Florida
$1.05M +$6.12K +69 +0.6%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.03M +$1.15K +13 +0.1%
SFG
33
StrategIQ Financial Group
Indiana
$1M -$136K -1,535 -13%
KAS
34
Kestra Advisory Services
Texas
$969K -$262K -2,952 -22%
GAM
35
Garrison Asset Management
Arkansas
$941K -$48.3K -545 -5%
IFWM
36
Institute for Wealth Management
Colorado
$895K
WB
37
Webster Bank
Connecticut
$891K -$135K -1,520 -14%
BIA
38
Biondo Investment Advisors
Pennsylvania
$891K +$36.6K +413 +5%
KLI
39
Kelman-Lazarov Inc
Tennessee
$881K -$19.3K -218 -2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$859K -$167K -1,880 -17%
FFN
41
Focus Financial Network
Minnesota
$847K +$796K +8,981 New
AIP
42
Ahrens Investment Partners
Louisiana
$831K -$13.3K -150 -2%
FHB
43
First Hawaiian Bank
Hawaii
$820K
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$784K -$3.46K -39 -0.5%
US Bancorp
45
US Bancorp
Minnesota
$752K -$15.6K -176 -2%
SWM
46
Spire Wealth Management
Virginia
$738K +$694K +7,825 New
ANB
47
Amarillo National Bank
Texas
$663K
DWP
48
Destiny Wealth Partners
Florida
$577K
MML Investors Services
49
MML Investors Services
Massachusetts
$550K -$40K -451 -7%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$523K