We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$931K +$2.55K +23 +0.3%
AGC
27
Aspen Grove Capital
Colorado
$879K
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$834K +$658K +5,937 +313%
Cerity Partners
29
Cerity Partners
New York
$834K -$51.5K -465 -6%
RSWA
30
Robinson Smith Wealth Advisors
Maine
$812K
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$812K -$65.9K -595 -7%
ANB
32
Amarillo National Bank
Texas
$749K
TRCT
33
Tower Research Capital (TRC)
New York
$747K +$325K +2,938 +72%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$707K -$1.74M -15,725 -70%
KLI
35
Kelman-Lazarov Inc
Tennessee
$689K
DWP
36
Destiny Wealth Partners
Florida
$652K
PWM
37
Perigon Wealth Management
California
$648K +$198K +1,786 +43%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$548K -$11.1K -100 -2%
NFG
39
Nadler Financial Group
Illinois
$546K -$66.5K -600 -10%
NA
40
NewEdge Advisors
Louisiana
$529K -$6.65K -60 -1%
LP
41
LGL Partners
Pennsylvania
$529K +$1.88K +17 +0.3%
MA
42
Montag & Associates
Georgia
$526K
Osaic Holdings
43
Osaic Holdings
Arizona
$523K +$144K +1,297 +36%
KAS
44
Kestra Advisory Services
Texas
$465K +$114K +1,026 +31%
WA
45
Waverly Advisors
Alabama
$460K -$87.6K -791 -15%
Mariner
46
Mariner
Kansas
$456K +$111 +1 +0%
SWM
47
Spire Wealth Management
Virginia
$445K -$88.8K -802 -16%
PVAMC
48
PPS&V Asset Management Consultants
Michigan
$435K
OIA
49
OneDigital Investment Advisors
Kansas
$426K
WB
50
Webster Bank
Connecticut
$421K