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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SII Investments
Wisconsin
$694K -$151K -1,840 -18%
BIA
52
Biondo Investment Advisors
Pennsylvania
$686K +$14.4K +175 +2%
HWA
53
HCR Wealth Advisors
California
$665K – – –
Bank of New York Mellon
54
Bank of New York Mellon
New York
$628K -$50.8K -619 -8%
HCM
55
Hollencrest Capital Management
California
$594K – – –
ANB
56
Amarillo National Bank
Texas
$580K – – –
SouthState Corp
57
SouthState Corp
Florida
$530K -$4.51K -55 -0.8%
JP Morgan Chase
58
JP Morgan Chase
New York
$501K +$19.1K +233 +4%
Annex Advisory Services
59
Annex Advisory Services
Wisconsin
$492K -$1.8K -22 -0.4%
Level Four Advisory Services
60
Level Four Advisory Services
Texas
$479K -$229K -2,792 -32%
GHA
61
GW Henssler & Associates
Georgia
$471K -$9.03K -110 -2%
EAM
62
Evanson Asset Management
California
$471K – – –
Ancora Advisors
63
Ancora Advisors
Ohio
$446K – – –
JFA
64
JNBA Financial Advisors
Minnesota
$445K – – –
Citadel Advisors
65
Citadel Advisors
Florida
$444K -$1.69M -20,612 -79%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$443K +$45K +549 +11%
Private Advisor Group
67
Private Advisor Group
New Jersey
$438K +$72.9K +888 +20%
Chevy Chase Trust
68
Chevy Chase Trust
Maryland
$427K -$78.5K -957 -16%
SE
69
Summit Equities
New Jersey
$423K -$21.4K -261 -5%
Sigma Planning Corp
70
Sigma Planning Corp
Michigan
$403K -$2.63K -32 -0.7%
Raymond James Trust
71
Raymond James Trust
Florida
$395K -$7.47K -91 -2%
IFP Advisors
72
IFP Advisors
Florida
$391K +$82 +1 +0%
Itau Unibanco Holding S.A.
73
Itau Unibanco Holding S.A.
Brazil
$371K -$3.77K -46 -1%
BB&T Securities
74
BB&T Securities
Virginia
$371K – – –
Goldman Sachs
75
Goldman Sachs
New York
$362K -$2.63K -32 -0.7%