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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
$882K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$871K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$856K +$882K +7,399 New
ANB
29
Amarillo National Bank
Texas
$834K +$20.9K +175 +2%
IFWM
30
Institute for Wealth Management
Colorado
$778K -$24.8K -208 -3%
KLI
31
Kelman-Lazarov Inc
Tennessee
$740K -$2.5K -21 -0.3%
DBFM
32
Dickmeyer Boyce Financial Management
Indiana
$735K +$757K +6,349 New
DWP
33
Destiny Wealth Partners
Florida
$708K
Baird Financial Group
34
Baird Financial Group
Wisconsin
$683K -$41.6K -349 -6%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$679K +$24K +201 +4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$663K +$12.9K +108 +2%
PWM
37
Perigon Wealth Management
California
$641K +$238 +2 +0%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$630K -$34.7K -291 -5%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$580K +$715 +6 +0.1%
DWML
40
Decker Wealth Management LLC
Tennessee
$565K -$20.9K -175 -3%
NA
41
NewEdge Advisors
Louisiana
$559K -$119 -1 -0%
KAS
42
Kestra Advisory Services
Texas
$538K +$108K +905 +24%
AQR Capital Management
43
AQR Capital Management
Connecticut
$516K
MA
44
Montag & Associates
Georgia
$489K
Mariner
45
Mariner
Kansas
$486K -$4.89K -41 -1%
PVAMC
46
PPS&V Asset Management Consultants
Michigan
$473K
Citadel Advisors
47
Citadel Advisors
Florida
$468K +$178K +1,489 +58%
OIA
48
OneDigital Investment Advisors
Kansas
$463K
EWS
49
Evergreen Wealth Solutions
Pennsylvania
$461K +$148K +1,242 +45%
WA
50
Waverly Advisors
Alabama
$449K -$6.68K -56 -1%