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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ANB
26
Amarillo National Bank
Texas
$808K
IFWM
27
Institute for Wealth Management
Colorado
$798K -$34.2K -300 -4%
KLI
28
Kelman-Lazarov Inc
Tennessee
$738K -$1.37K -12 -0.2%
DWP
29
Destiny Wealth Partners
Florida
$735K
Baird Financial Group
30
Baird Financial Group
Wisconsin
$718K
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$660K -$3.76K -33 -0.6%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$652K +$19.9K +175 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$646K -$2.96K -26 -0.5%
PWM
34
Perigon Wealth Management
California
$636K +$342 +3 +0.1%
DWML
35
Decker Wealth Management LLC
Tennessee
$581K +$576K +5,056 New
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$580K -$6.5K -57 -1%
NA
37
NewEdge Advisors
Louisiana
$555K -$139K -1,220 -20%
AQR Capital Management
38
AQR Capital Management
Connecticut
$513K
Mariner
39
Mariner
Kansas
$488K +$228 +2 +0%
MA
40
Montag & Associates
Georgia
$486K +$39.9K +350 +9%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$485K +$481K +4,221 New
PVAMC
42
PPS&V Asset Management Consultants
Michigan
$470K
NFG
43
Nadler Financial Group
Illinois
$466K -$123K -1,075 -21%
OIA
44
OneDigital Investment Advisors
Kansas
$460K
WA
45
Waverly Advisors
Alabama
$453K -$27.1K -238 -6%
CFA
46
Cahill Financial Advisors
Minnesota
$439K +$1.6K +14 +0.4%
ML
47
MLP3 LLC
New Jersey
$433K +$429K +3,762 New
PWP
48
Perfromance Wealth Partners
Illinois
$431K -$4.9K -43 -1%
KAS
49
Kestra Advisory Services
Texas
$431K +$1.14K +10 +0.3%
Creative Planning
50
Creative Planning
Kansas
$403K