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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
$566K – – –
Chevy Chase Trust
52
Chevy Chase Trust
Maryland
$564K -$3.54K -45 -0.6%
ANB
53
Amarillo National Bank
Texas
$552K – – –
Annex Advisory Services
54
Annex Advisory Services
Wisconsin
$486K -$37.8K -481 -7%
JP Morgan Chase
55
JP Morgan Chase
New York
$475K +$19.7K +250 +4%
EAM
56
Evanson Asset Management
California
$449K – – –
GHA
57
GW Henssler & Associates
Georgia
$443K -$36.7K -467 -8%
SouthState Corp
58
SouthState Corp
Florida
$426K -$5.82K -74 -1%
Ancora Advisors
59
Ancora Advisors
Ohio
$424K – – –
SE
60
Summit Equities
New Jersey
$423K -$31.4K -400 -7%
Itau Unibanco Holding S.A.
61
Itau Unibanco Holding S.A.
Brazil
$421K +$422K +5,363 New
Private Advisor Group
62
Private Advisor Group
New Jersey
$411K +$45.7K +581 +12%
MCM
63
Mengis Capital Management
Oregon
$406K +$79 +1 +0%
M&T Bank
64
M&T Bank
New York
$400K +$6.37K +81 +2%
PAS
65
Partnervest Advisory Services
California
$400K +$65.4K +832 +20%
Sigma Planning Corp
66
Sigma Planning Corp
Michigan
$393K – – –
Creative Planning
67
Creative Planning
Kansas
$387K +$54.3K +691 +16%
Segall Bryant & Hamill
68
Segall Bryant & Hamill
Illinois
$385K – – –
Raymond James Trust
69
Raymond James Trust
Florida
$383K – – –
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$379K +$15.1K +192 +4%
IFP Advisors
71
IFP Advisors
Florida
$372K +$79 +1 +0%
BB&T Securities
72
BB&T Securities
Virginia
$353K – – –
Mariner
73
Mariner
Kansas
$316K +$37.8K +481 +14%
SCM
74
SOL Capital Management
Maryland
$310K – – –
BHB
75
Bank Hapoalim BM
Israel
$295K – – –