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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
51
Nadler Financial Group
Illinois
$489K
PWP
52
Perfromance Wealth Partners
Illinois
$489K
VA
53
VestGen Advisors
Illinois
$468K -$444K -3,566 -50%
Creative Planning
54
Creative Planning
Kansas
$460K
RCI
55
RS Crum Inc
California
$448K
KAS
56
Kestra Advisory Services
Texas
$439K -$162K -1,303 -28%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$436K
AGC
58
Aspen Grove Capital
Colorado
$393K
Citadel Advisors
59
Citadel Advisors
Florida
$382K -$140K -1,128 -28%
LP
60
LGL Partners
Pennsylvania
$381K -$3.48K -28 -1%
P
61
&Partners
Tennessee
$381K
TWM
62
Tradition Wealth Management
Minnesota
$377K
SWM
63
Spire Wealth Management
Virginia
$377K +$28.2K +227 +9%
BFG
64
Bouchey Financial Group
New York
$372K
MCWS
65
McKinley Carter Wealth Services
West Virginia
$352K
HighTower Advisors
66
HighTower Advisors
Illinois
$348K +$22K +177 +7%
Stifel Financial
67
Stifel Financial
Missouri
$327K +$373 +3 +0.1%
WB
68
Webster Bank
Connecticut
$312K -$40.3K -324 -12%
MA
69
Mezzasalma Advisors
New Jersey
$311K +$1.12K +9 +0.4%
FWM
70
Fingerlakes Wealth Management
New York
$297K +$1.12K +9 +0.4%
Corient Private Wealth
71
Corient Private Wealth
Florida
$296K +$65.6K +527 +30%
AM
72
AGF Management
Ontario, Canada
$286K -$4.35K -35 -2%
SC
73
SouthState Corp
Florida
$279K
William Blair & Company
74
William Blair & Company
Illinois
$276K
SP
75
Sequent Planning
Nebraska
$272K +$36.2K +291 +16%