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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$870K
Cerity Partners
27
Cerity Partners
New York
$843K -$64.3K -643 -7%
AGC
28
Aspen Grove Capital
Colorado
$823K
HCP
29
Holt Capital Partners
Texas
$798K -$1.57M -15,730 -66%
RSWA
30
Robinson Smith Wealth Advisors
Maine
$785K -$5.7K -57 -0.7%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$739K -$179K -1,789 -19%
ANB
32
Amarillo National Bank
Texas
$702K
KLI
33
Kelman-Lazarov Inc
Tennessee
$649K -$52.3K -523 -7%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$624K +$500 +5 +0.1%
DWP
35
Destiny Wealth Partners
Florida
$611K
NFG
36
Nadler Financial Group
Illinois
$572K
MA
37
Montag & Associates
Georgia
$557K
NA
38
NewEdge Advisors
Louisiana
$547K -$3.3K -33 -0.6%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$528K -$59.9K -599 -10%
WA
40
Waverly Advisors
Alabama
$510K -$51.4K -514 -9%
LP
41
LGL Partners
Pennsylvania
$493K +$1.7K +17 +0.3%
WB
42
Webster Bank
Connecticut
$445K
KAS
43
Kestra Advisory Services
Texas
$442K +$111K +1,110 +33%
ACM
44
Altrius Capital Management
North Carolina
$428K -$2.9K -29 -0.7%
MCWS
45
McKinley Carter Wealth Services
West Virginia
$426K -$14K -140 -3%
Mariner
46
Mariner
Kansas
$424K +$100 +1 +0%
PVAMC
47
PPS&V Asset Management Consultants
Michigan
$408K
JP Morgan Chase
48
JP Morgan Chase
New York
$400K
OIA
49
OneDigital Investment Advisors
Kansas
$399K
CFA
50
Cahill Financial Advisors
Minnesota
$395K -$258K -2,579 -39%