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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
26
Robinson Smith Wealth Advisors
Maine
$862K
Citadel Advisors
27
Citadel Advisors
Florida
$862K -$311K -2,878 -27%
HCP
28
Holt Capital Partners
Texas
$825K -$1.16M -10,730 -60%
ANB
29
Amarillo National Bank
Texas
$795K
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$782K +$114K +1,059 +18%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$766K -$1.26M -11,634 -63%
KLI
32
Kelman-Lazarov Inc
Tennessee
$727K -$5.61K -52 -0.8%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$706K +$675K +6,248 New
DWP
34
Destiny Wealth Partners
Florida
$692K
PWM
35
Perigon Wealth Management
California
$665K -$6.8K -63 -1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$634K +$18K +167 +3%
Osaic Holdings
37
Osaic Holdings
Arizona
$604K -$242K -2,242 -30%
NFG
38
Nadler Financial Group
Illinois
$580K
NA
39
NewEdge Advisors
Louisiana
$562K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$536K +$190K +1,756 +59%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$533K -$38.4K -356 -7%
MA
42
Montag & Associates
Georgia
$529K -$27.9K -258 -5%
UBS Group
43
UBS Group
Switzerland
$511K +$393K +3,642 +414%
WA
44
Waverly Advisors
Alabama
$478K -$8.85K -82 -2%
KAS
45
Kestra Advisory Services
Texas
$477K +$128K +1,189 +39%
SWM
46
Spire Wealth Management
Virginia
$473K
PVAMC
47
PPS&V Asset Management Consultants
Michigan
$462K
OIA
48
OneDigital Investment Advisors
Kansas
$452K
PWP
49
Perfromance Wealth Partners
Illinois
$434K -$6.48K -60 -2%
CFA
50
Cahill Financial Advisors
Minnesota
$429K +$108 +1 +0%