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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SII Investments
Wisconsin
$657K +$22.4K +271 +4%
JP Morgan Chase
52
JP Morgan Chase
New York
$615K +$84.5K +1,021 +16%
HCM
53
Hollencrest Capital Management
California
$607K
ANB
54
Amarillo National Bank
Texas
$593K
JFA
55
JNBA Financial Advisors
Minnesota
$532K
GHA
56
GW Henssler & Associates
Georgia
$518K +$14.4K +174 +3%
LFAS
57
Level Four Advisory Services
Texas
$494K +$2.4K +29 +0.5%
EAM
58
Evanson Asset Management
California
$481K
Bank of New York Mellon
59
Bank of New York Mellon
New York
$480K -$118K -1,426 -20%
AA
60
Ancora Advisors
Ohio
$455K
SC
61
SouthState Corp
Florida
$450K -$15.1K -183 -3%
AAS
62
Annex Advisory Services
Wisconsin
$439K -$13.2K -159 -3%
SE
63
Summit Equities
New Jersey
$432K
PAG
64
Private Advisor Group
New Jersey
$429K +$3.81K +46 +0.9%
SPC
65
Sigma Planning Corp
Michigan
$414K +$1.9K +23 +0.5%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$407K +$248 +3 +0.1%
HighTower Advisors
67
HighTower Advisors
Illinois
$397K -$14.5K -175 -4%
RJT
68
Raymond James Trust
Florida
$395K -$7.86K -95 -2%
BTS
69
BB&T Securities
Virginia
$379K
Northern Trust
70
Northern Trust
Illinois
$377K +$112K +1,359 +44%
Jane Street
71
Jane Street
New York
$374K -$2.36M -28,495 -87%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$363K +$12.4K +150 +4%
Chevy Chase Trust
73
Chevy Chase Trust
Maryland
$360K -$42.3K -511 -11%
IA
74
IFP Advisors
Florida
$354K -$3.48K -42 -1%
MCM
75
Mengis Capital Management
Oregon
$350K -$16K -193 -4%