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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$721K -$293K -4,314 -30%
Ameriprise
52
Ameriprise
Minnesota
$653K -$2.25M -33,066 -78%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$633K +$40.9K +602 +7%
Stifel Financial
54
Stifel Financial
Missouri
$586K +$567K +8,343 New
CBU
55
CIBC Bank USA
Illinois
$541K – – –
BHB
56
Bank Hapoalim BM
Israel
$521K -$73.8K -1,085 -13%
HCM
57
Hollencrest Capital Management
California
$506K -$1.15M -16,910 -70%
ANB
58
Amarillo National Bank
Texas
$494K – – –
Deutsche Bank
59
Deutsche Bank
Germany
$457K -$147K -2,159 -25%
SE
60
Summit Equities
New Jersey
$407K +$393K +5,787 New
FineMark National Bank & Trust
61
FineMark National Bank & Trust
Florida
$389K +$68 +1 +0%
Suntrust Banks
62
Suntrust Banks
Georgia
$387K – – –
SCM
63
SOL Capital Management
Maryland
$385K – – –
Ancora Advisors
64
Ancora Advisors
Ohio
$379K – – –
AFG
65
Albion Financial Group
Utah
$366K +$354K +5,205 New
Segall Bryant & Hamill
66
Segall Bryant & Hamill
Illinois
$360K +$34K +500 +11%
DG
67
Davidson & Garrard
Virginia
$351K -$54.4K -800 -14%
Destination Wealth Management
68
Destination Wealth Management
California
$351K +$340K +5,000 New
BIA
69
Biondo Investment Advisors
Pennsylvania
$339K +$73.8K +1,085 +29%
HighTower Advisors
70
HighTower Advisors
Illinois
$311K -$27.3K -401 -8%
HIS
71
Horizon Investment Services
Indiana
$299K +$284K +4,174 New
MFO
72
Marcuard Family Office
Switzerland
$281K – – –
NES
73
New England Securities
New York
$256K +$46.6K +686 +23%
NPC
74
National Planning Corporation
California
$252K +$68 +1 +0%
Gradient Investments
75
Gradient Investments
Minnesota
$233K +$11.5K +169 +5%