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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FHB
26
First Hawaiian Bank
Hawaii
$1M
Cerity Partners
27
Cerity Partners
New York
$925K -$19.6K -218 -2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$913K -$66.4K -738 -7%
IFWM
29
Institute for Wealth Management
Colorado
$849K -$33.7K -375 -4%
AGC
30
Aspen Grove Capital
Colorado
$791K -$90 -1 -0%
RJA
31
Raymond James & Associates
Florida
$786K -$34.5K -384 -4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$784K -$1.34M -14,942 -65%
FFN
33
Focus Financial Network
Minnesota
$773K +$725K +8,063 New
RSWA
34
Robinson Smith Wealth Advisors
Maine
$764K +$717K +7,970 New
ANB
35
Amarillo National Bank
Texas
$674K
KLI
36
Kelman-Lazarov Inc
Tennessee
$674K
Citadel Advisors
37
Citadel Advisors
Florida
$656K -$1.56M -17,395 -72%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$620K -$89.4K -994 -13%
SFG
39
StrategIQ Financial Group
Indiana
$594K -$2.97K -33 -0.5%
DWP
40
Destiny Wealth Partners
Florida
$583K
NFG
41
Nadler Financial Group
Illinois
$550K
MA
42
Montag & Associates
Georgia
$536K
CAN
43
Cetera Advisor Networks
California
$529K -$49.8K -554 -9%
NA
44
NewEdge Advisors
Louisiana
$524K -$18K -200 -3%
WB
45
Webster Bank
Connecticut
$508K
GW
46
GW & Wade
Massachusetts
$505K +$989 +11 +0.2%
LP
47
LGL Partners
Pennsylvania
$471K +$1.62K +18 +0.4%
PVAMC
48
PPS&V Asset Management Consultants
Michigan
$470K
MCWS
49
McKinley Carter Wealth Services
West Virginia
$466K -$7.55K -84 -2%
AC
50
Apella Capital
Connecticut
$438K +$414K +4,600 New