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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hollencrest Capital Management
California
$555K – – –
ANB
52
Amarillo National Bank
Texas
$542K – – –
Annex Advisory Services
53
Annex Advisory Services
Wisconsin
$514K -$57.3K -763 -10%
GHA
54
GW Henssler & Associates
Georgia
$471K +$73.5K +979 +19%
JP Morgan Chase
55
JP Morgan Chase
New York
$447K +$4.66K +62 +1%
SE
56
Summit Equities
New Jersey
$446K – – –
EAM
57
Evanson Asset Management
California
$440K – – –
SouthState Corp
58
SouthState Corp
Florida
$423K -$118K -1,570 -22%
Cetera Advisor Networks
59
Cetera Advisor Networks
California
$417K -$120K -1,600 -23%
Ancora Advisors
60
Ancora Advisors
Ohio
$416K – – –
MCM
61
Mengis Capital Management
Oregon
$398K +$150 +2 +0%
Sigma Planning Corp
62
Sigma Planning Corp
Michigan
$386K +$88.9K +1,184 +31%
M&T Bank
63
M&T Bank
New York
$386K +$117K +1,564 +45%
Segall Bryant & Hamill
64
Segall Bryant & Hamill
Illinois
$378K -$22.5K -300 -6%
Raymond James Trust
65
Raymond James Trust
Florida
$375K -$28.1K -374 -7%
Private Advisor Group
66
Private Advisor Group
New Jersey
$365K +$128K +1,707 +57%
IFP Advisors
67
IFP Advisors
Florida
$365K +$326K +4,343 +1,114%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$357K +$348K +4,628 New
BB&T Securities
69
BB&T Securities
Virginia
$347K – – –
PAS
70
Partnervest Advisory Services
California
$329K -$72.9K -971 -19%
Creative Planning
71
Creative Planning
Kansas
$327K – – –
JFA
72
JNBA Financial Advisors
Minnesota
$325K +$76.9K +1,024 +32%
HighTower Advisors
73
HighTower Advisors
Illinois
$323K +$5.41K +72 +2%
SCM
74
SOL Capital Management
Maryland
$304K – – –
William Blair & Company
75
William Blair & Company
Illinois
$300K -$7.51K -100 -3%