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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
51
Evanson Asset Management
California
$711K +$687K +10,333 New
ICOA
52
Investment Centers of America
North Dakota
$683K -$261K -3,930 -27%
Washington Trust
53
Washington Trust
Rhode Island
$683K – – –
Signature Estate & Investment Advisors
54
Signature Estate & Investment Advisors
California
$625K +$29.8K +448 +5%
Deutsche Bank
55
Deutsche Bank
Germany
$596K -$687K -10,331 -54%
BHB
56
Bank Hapoalim BM
Israel
$585K +$566K +8,504 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$578K +$18.4K +277 +3%
CBU
58
CIBC Bank USA
Illinois
$529K – – –
ANB
59
Amarillo National Bank
Texas
$484K – – –
TCOV
60
Trust Company of Vermont
Vermont
$402K +$389K +5,850 New
DG
61
Davidson & Garrard
Virginia
$399K – – –
FineMark National Bank & Trust
62
FineMark National Bank & Trust
Florida
$381K -$19.2K -288 -5%
Suntrust Banks
63
Suntrust Banks
Georgia
$379K – – –
SCM
64
SOL Capital Management
Maryland
$377K – – –
Ancora Advisors
65
Ancora Advisors
Ohio
$371K – – –
HighTower Advisors
66
HighTower Advisors
Illinois
$332K -$6.32K -95 -2%
Segall Bryant & Hamill
67
Segall Bryant & Hamill
Illinois
$318K +$6.65K +100 +2%
WPIC
68
White Pine Investment Company
Michigan
$301K +$60.4K +908 +26%
MFO
69
Marcuard Family Office
Switzerland
$275K – – –
BIA
70
Biondo Investment Advisors
Pennsylvania
$258K +$23.9K +360 +11%
NPC
71
National Planning Corporation
California
$244K +$1.26K +19 +0.5%
Private Advisor Group
72
Private Advisor Group
New Jersey
$234K +$227K +3,406 New
Gradient Investments
73
Gradient Investments
Minnesota
$217K -$64.6K -971 -24%
Cetera Advisors
74
Cetera Advisors
Colorado
$217K +$211K +3,173 New
RW
75
Rand Wealth
Maryland
$206K +$199K +2,993 New