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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.04M -$68.6K -649 -7%
Wells Fargo
27
Wells Fargo
California
$1.01M -$110K -1,039 -10%
IFWM
28
Institute for Wealth Management
Colorado
$970K
Cerity Partners
29
Cerity Partners
New York
$923K -$16.5K -156 -2%
AGC
30
Aspen Grove Capital
Colorado
$918K +$106 +1 +0%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$914K +$85.5K +808 +11%
RSWA
32
Robinson Smith Wealth Advisors
Maine
$848K -$25.4K -240 -3%
ANB
33
Amarillo National Bank
Texas
$783K
KLI
34
Kelman-Lazarov Inc
Tennessee
$720K -$4.13K -39 -0.6%
DWP
35
Destiny Wealth Partners
Florida
$681K
NFG
36
Nadler Financial Group
Illinois
$638K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$584K -$5.5K -52 -1%
WA
38
Waverly Advisors
Alabama
$569K +$106 +1 +0%
NA
39
NewEdge Advisors
Louisiana
$560K -$48.2K -456 -8%
SWM
40
Spire Wealth Management
Virginia
$554K +$247K +2,338 +88%
LP
41
LGL Partners
Pennsylvania
$551K +$1.59K +15 +0.3%
MA
42
Montag & Associates
Georgia
$549K -$68.8K -650 -12%
JP Morgan Chase
43
JP Morgan Chase
New York
$500K +$50.4K +476 +12%
Mariner
44
Mariner
Kansas
$476K +$2.33K +22 +0.5%
PWM
45
Perigon Wealth Management
California
$463K +$440K +4,157 New
ACM
46
Altrius Capital Management
North Carolina
$460K -$15.9K -150 -4%
PVAMC
47
PPS&V Asset Management Consultants
Michigan
$455K
TRCT
48
Tower Research Capital (TRC)
New York
$454K +$87.8K +830 +26%
PWP
49
Perfromance Wealth Partners
Illinois
$451K +$69.3K +655 +19%
OIA
50
OneDigital Investment Advisors
Kansas
$445K