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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
$1.6M -$49.5K -502 -3%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.35M -$6.7K -68 -0.5%
CPO
28
Cerity Partners OCIO
New York
$1.27M -$10.1K -103 -0.8%
RJA
29
Raymond James & Associates
Florida
$1.1M +$15.8K +160 +1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.09M +$394 +4 +0%
FHB
31
First Hawaiian Bank
Hawaii
$1.03M
BIA
32
Biondo Investment Advisors
Pennsylvania
$1.02M +$31K +315 +3%
IFWM
33
Institute for Wealth Management
Colorado
$940K
SPIA
34
Steward Partners Investment Advisory
New York
$890K -$1.87M -18,964 -68%
TRCT
35
Tower Research Capital (TRC)
New York
$855K +$331K +3,365 +64%
KLI
36
Kelman-Lazarov Inc
Tennessee
$835K -$4.93K -50 -0.6%
KAS
37
Kestra Advisory Services
Texas
$819K -$60.1K -610 -7%
SFG
38
StrategIQ Financial Group
Indiana
$818K -$9.75K -99 -1%
TYCC
39
Texas Yale Capital Corp
Florida
$817K
AIP
40
Ahrens Investment Partners
Louisiana
$814K -$14.8K -150 -2%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$801K -$10.8K -110 -1%
US Bancorp
42
US Bancorp
Minnesota
$791K
SWM
43
Spire Wealth Management
Virginia
$767K +$99 +1 +0%
WB
44
Webster Bank
Connecticut
$760K -$175K -1,780 -19%
FTUS
45
Flow Traders U.S.
New York
$753K
ANB
46
Amarillo National Bank
Texas
$696K
RCI
47
RS Crum Inc
California
$661K -$44.8K -455 -6%
DWP
48
Destiny Wealth Partners
Florida
$606K
MA
49
Montag & Associates
Georgia
$553K -$39.4K -400 -7%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$549K