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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Concert Wealth Management
California
$761K +$17.4K +228 +1%
JP Morgan Chase
52
JP Morgan Chase
New York
$688K +$19.8K +260 +3%
VKH
53
Virtu KCG Holdings
New York
$685K +$155K +2,041 +29%
HIS
54
Horizon Investment Services
Indiana
$676K +$98.6K +1,294 +17%
Ameriprise
55
Ameriprise
Minnesota
$646K -$651K -8,553 -50%
Stifel Financial
56
Stifel Financial
Missouri
$633K -$3.17M -41,634 -83%
SBH
57
Segall Bryant & Hamill
Illinois
$592K +$52.3K +687 +10%
HCM
58
Hollencrest Capital Management
California
$546K
EAM
59
Evanson Asset Management
California
$536K
ANB
60
Amarillo National Bank
Texas
$534K
BTS
61
BB&T Securities
Virginia
$525K
HighTower Advisors
62
HighTower Advisors
Illinois
$524K +$26.1K +342 +5%
BIA
63
Biondo Investment Advisors
Pennsylvania
$519K +$19.4K +255 +4%
MAA
64
Managed Account Advisors
New Jersey
$510K +$511K +6,708 +111,800%
SPC
65
Sigma Planning Corp
Michigan
$476K -$4.57K -60 -0.9%
RCG
66
Ruggie Capital Group
Florida
$465K -$393K -5,160 -46%
JIC
67
Johnson Investment Counsel
Ohio
$447K
SE
68
Summit Equities
New Jersey
$439K
AFG
69
Albion Financial Group
Utah
$425K +$22.9K +300 +6%
AA
70
Ancora Advisors
Ohio
$410K -$411K -5,400 Closed
RJT
71
Raymond James Trust
Florida
$399K +$165K +2,160 +70%
GHA
72
GW Henssler & Associates
Georgia
$397K -$5.33K -70 -1%
William Blair & Company
73
William Blair & Company
Illinois
$396K
MCM
74
Mengis Capital Management
Oregon
$396K +$76 +1 +0%
PAMG
75
Patton Albertson Miller Group
Tennessee
$390K -$661K -8,678 -63%