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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
51
Biondo Investment Advisors
Pennsylvania
$700K +$394 +5 +0.1%
LFAS
52
Level Four Advisory Services
Texas
$693K +$680K +8,627 New
MFS
53
MSI Financial Services
Massachusetts
$681K -$41.1K -521 -6%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$661K -$192K -2,434 -23%
HWA
55
HCR Wealth Advisors
California
$647K +$635K +8,050 New
CAN
56
Cetera Advisor Networks
California
$644K -$390K -4,951 -38%
HCM
57
Hollencrest Capital Management
California
$578K
LNC
58
Lincoln National Corp
Pennsylvania
$574K -$106K -1,348 -16%
ANB
59
Amarillo National Bank
Texas
$565K
Wolverine Trading
60
Wolverine Trading
Illinois
$532K +$245K +3,101 +88%
SC
61
SouthState Corp
Florida
$520K +$83.6K +1,060 +20%
Chevy Chase Trust
62
Chevy Chase Trust
Maryland
$494K -$81.9K -1,038 -14%
AAS
63
Annex Advisory Services
Wisconsin
$481K -$15.4K -195 -3%
JP Morgan Chase
64
JP Morgan Chase
New York
$468K -$17.1K -217 -4%
GHA
65
GW Henssler & Associates
Georgia
$467K +$14.3K +181 +3%
EAM
66
Evanson Asset Management
California
$459K
AA
67
Ancora Advisors
Ohio
$434K
SE
68
Summit Equities
New Jersey
$433K
JFA
69
JNBA Financial Advisors
Minnesota
$433K +$425K +5,395 New
VKH
70
Virtu KCG Holdings
New York
$430K +$422K +5,352 New
PAS
71
Partnervest Advisory Services
California
$420K +$10.3K +130 +3%
SPC
72
Sigma Planning Corp
Michigan
$394K -$7.57K -96 -2%
RJT
73
Raymond James Trust
Florida
$391K
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$387K -$237 -3 -0.1%
IA
75
IFP Advisors
Florida
$380K +$79 +1 +0%