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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
51
Johnson Investment Counsel
Ohio
$842K
EAM
52
Evanson Asset Management
California
$764K -$2.95K -41 -0.4%
ALA
53
Atherton Lane Advisers
California
$731K +$711K +9,885 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$717K +$49.1K +683 +8%
ICOA
55
Investment Centers of America
North Dakota
$687K -$380K -5,285 -36%
Ameriprise
56
Ameriprise
Minnesota
$683K -$3.74K -52 -0.6%
CBU
57
CIBC Bank USA
Illinois
$569K
HCM
58
Hollencrest Capital Management
California
$532K
ANB
59
Amarillo National Bank
Texas
$520K
Goldman Sachs
60
Goldman Sachs
New York
$515K -$2.56M -35,566 -84%
BHB
61
Bank Hapoalim BM
Israel
$497K -$49.6K -689 -9%
Deutsche Bank
62
Deutsche Bank
Germany
$458K -$22.6K -314 -5%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$440K -$310K -4,309 -42%
SE
64
Summit Equities
New Jersey
$427K
SBH
65
Segall Bryant & Hamill
Illinois
$423K +$43.2K +600 +12%
DWM
66
Destination Wealth Management
California
$413K +$42.2K +586 +12%
FNBT
67
FineMark National Bank & Trust
Florida
$409K +$72 +1 +0%
SB
68
Suntrust Banks
Georgia
$407K
AFG
69
Albion Financial Group
Utah
$406K +$21.2K +295 +6%
BIA
70
Biondo Investment Advisors
Pennsylvania
$405K +$46.8K +650 +13%
AA
71
Ancora Advisors
Ohio
$399K
HIS
72
Horizon Investment Services
Indiana
$381K +$70.4K +979 +23%
SCM
73
SOL Capital Management
Maryland
$379K -$25.2K -350 -6%
NPC
74
National Planning Corporation
California
$376K +$110K +1,525 +43%
GHA
75
GW Henssler & Associates
Georgia
$343K +$334K +4,643 New