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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.76M -$1.99M -20,420 -54%
CAN
27
Cetera Advisor Networks
California
$1.7M -$676K -6,936 -29%
PFS
28
Prospera Financial Services
Texas
$1.68M +$48.2K +494 +3%
TCPWM
29
Traverso Chambers Private Wealth Management
California
$1.67M +$683 +7 +0%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.38M -$1.75K -18 -0.1%
CPO
31
Cerity Partners OCIO
New York
$1.31M +$683 +7 +0.1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.11M +$585 +6 +0.1%
RJA
33
Raymond James & Associates
Florida
$1.1M +$98 +1 +0%
Citadel Advisors
34
Citadel Advisors
Florida
$1.08M +$276K +2,829 +36%
FHB
35
First Hawaiian Bank
Hawaii
$1.06M +$40K +410 +4%
BIA
36
Biondo Investment Advisors
Pennsylvania
$1M +$66.3K +680 +7%
GAM
37
Garrison Asset Management
Arkansas
$976K -$7.7K -79 -0.8%
IFWM
38
Institute for Wealth Management
Colorado
$960K
WB
39
Webster Bank
Connecticut
$956K
FFN
40
Focus Financial Network
Minnesota
$922K +$44K +451 +5%
KAS
41
Kestra Advisory Services
Texas
$897K -$6.73K -69 -0.8%
KLI
42
Kelman-Lazarov Inc
Tennessee
$858K
AIP
43
Ahrens Investment Partners
Louisiana
$846K -$24.4K -250 -3%
SFG
44
StrategIQ Financial Group
Indiana
$845K -$46.4K -476 -5%
TYCC
45
Texas Yale Capital Corp
Florida
$834K
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$829K -$6.14K -63 -0.8%
US Bancorp
47
US Bancorp
Minnesota
$807K
SWM
48
Spire Wealth Management
Virginia
$783K +$293 +3 +0%
FTUS
49
Flow Traders U.S.
New York
$769K -$1.46M -14,952 -66%
RCI
50
RS Crum Inc
California
$721K +$695K +7,130 New