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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$1.57M +$385K +3,932 +32%
Citadel Advisors
27
Citadel Advisors
Florida
$1.57M +$1.58M +16,145 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.44M +$198K +2,018 +16%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.28M +$2.15K +22 +0.2%
KAS
30
Kestra Advisory Services
Texas
$1.28M +$279K +2,850 +28%
CPO
31
Cerity Partners OCIO
New York
$1.27M -$7.54K -77 -0.6%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.1M +$30.5K +312 +3%
RJA
33
Raymond James & Associates
Florida
$1.07M -$20.7K -211 -2%
MML Investors Services
34
MML Investors Services
Massachusetts
$1M +$440K +4,497 +77%
GAM
35
Garrison Asset Management
Arkansas
$968K -$2.94K -30 -0.3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$965K +$79.6K +813 +9%
FHB
37
First Hawaiian Bank
Hawaii
$936K +$90.4K +924 +11%
SFG
38
StrategIQ Financial Group
Indiana
$933K -$102K -1,040 -10%
IFWM
39
Institute for Wealth Management
Colorado
$923K
WB
40
Webster Bank
Connecticut
$919K
AIP
41
Ahrens Investment Partners
Louisiana
$857K
BIA
42
Biondo Investment Advisors
Pennsylvania
$850K -$69.5K -710 -8%
FGAM
43
Financial Gravity Asset Management
Texas
$848K +$854K +8,724 New
FFN
44
Focus Financial Network
Minnesota
$839K -$34.7K -355 -4%
KLI
45
Kelman-Lazarov Inc
Tennessee
$825K -$84.6K -864 -9%
US Bancorp
46
US Bancorp
Minnesota
$776K
SWM
47
Spire Wealth Management
Virginia
$752K -$8.61K -88 -1%
ANB
48
Amarillo National Bank
Texas
$684K
Goldman Sachs
49
Goldman Sachs
New York
$628K +$632K +6,460 New
DWP
50
Destiny Wealth Partners
Florida
$595K