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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$784K +$16.5K +191 +2%
BIA
52
Biondo Investment Advisors
Pennsylvania
$753K -$34.6K -400 -4%
BF
53
Blankinship & Foster
California
$750K
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$750K +$316K +3,656 +76%
GW
55
GW & Wade
Massachusetts
$748K +$86 +1 +0%
APA
56
American Portfolios Advisors
New York
$731K +$715K +8,268 New
HCM
57
Hollencrest Capital Management
California
$636K
ANB
58
Amarillo National Bank
Texas
$621K
JFA
59
JNBA Financial Advisors
Minnesota
$613K +$54K +624 +10%
GHA
60
GW Henssler & Associates
Georgia
$564K +$20.4K +236 +4%
RJT
61
Raymond James Trust
Florida
$560K +$143K +1,656 +35%
LFAS
62
Level Four Advisory Services
Texas
$520K +$1.3K +15 +0.3%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$518K +$15.8K +183 +3%
EAM
64
Evanson Asset Management
California
$505K
AA
65
Ancora Advisors
Ohio
$477K
SC
66
SouthState Corp
Florida
$472K
HWA
67
HCR Wealth Advisors
California
$446K -$259K -3,000 -37%
SPC
68
Sigma Planning Corp
Michigan
$427K -$6.75K -78 -2%
SE
69
Summit Equities
New Jersey
$427K -$25.9K -300 -6%
BTS
70
BB&T Securities
Virginia
$403K +$5.19K +60 +1%
AAS
71
Annex Advisory Services
Wisconsin
$398K -$60.4K -699 -13%
CF
72
Centaurus Financial
California
$387K +$379K +4,377 New
HighTower Advisors
73
HighTower Advisors
Illinois
$369K -$43.5K -503 -11%
Chevy Chase Trust
74
Chevy Chase Trust
Maryland
$357K -$12.1K -140 -3%
MCM
75
Mengis Capital Management
Oregon
$357K -$9.77K -113 -3%