We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SII Investments
Wisconsin
$617K -$71.6K -871 -10%
HCM
52
Hollencrest Capital Management
California
$593K
Bank of New York Mellon
53
Bank of New York Mellon
New York
$585K -$41.7K -507 -7%
ANB
54
Amarillo National Bank
Texas
$579K
JFA
55
JNBA Financial Advisors
Minnesota
$520K +$75.4K +918 +17%
JP Morgan Chase
56
JP Morgan Chase
New York
$515K +$16.1K +196 +3%
GHA
57
GW Henssler & Associates
Georgia
$492K +$21.8K +265 +5%
LFAS
58
Level Four Advisory Services
Texas
$479K
EAM
59
Evanson Asset Management
California
$470K
SC
60
SouthState Corp
Florida
$455K -$73.8K -898 -14%
AA
61
Ancora Advisors
Ohio
$444K
AAS
62
Annex Advisory Services
Wisconsin
$441K -$49.3K -600 -10%
SE
63
Summit Equities
New Jersey
$422K
PAG
64
Private Advisor Group
New Jersey
$408K -$28.7K -349 -7%
SPC
65
Sigma Planning Corp
Michigan
$402K +$575 +7 +0.1%
HighTower Advisors
66
HighTower Advisors
Illinois
$400K +$99.6K +1,212 +33%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$397K -$44.6K -543 -10%
Chevy Chase Trust
68
Chevy Chase Trust
Maryland
$394K -$33.5K -408 -8%
RJT
69
Raymond James Trust
Florida
$393K
BTS
70
BB&T Securities
Virginia
$370K
MCM
71
Mengis Capital Management
Oregon
$358K +$164 +2 +0%
IA
72
IFP Advisors
Florida
$349K -$41.1K -500 -11%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$342K +$71.2K +866 +26%
AFG
74
Albion Financial Group
Utah
$314K -$11.5K -140 -4%
Creative Planning
75
Creative Planning
Kansas
$308K +$3.12K +38 +1%