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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GW
51
GW & Wade
Massachusetts
$655K -$63.5K -719 -8%
HCM
52
Hollencrest Capital Management
California
$609K
ANB
53
Amarillo National Bank
Texas
$594K
JFA
54
JNBA Financial Advisors
Minnesota
$586K
JMPWA
55
JP Morgan Private Wealth Advisors
California
$574K -$9.8M -111,010 -94%
SG Americas Securities
56
SG Americas Securities
New York
$563K -$1.31M -14,807 -69%
CF
57
Centaurus Financial
California
$503K +$139K +1,570 +36%
GHA
58
GW Henssler & Associates
Georgia
$500K -$41K -464 -7%
EAM
59
Evanson Asset Management
California
$483K
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$468K -$260K -2,949 -35%
AA
61
Ancora Advisors
Ohio
$457K
HWA
62
HCR Wealth Advisors
California
$427K
SC
63
SouthState Corp
Florida
$417K -$35.9K -407 -8%
SPC
64
Sigma Planning Corp
Michigan
$416K +$8.3K +94 +2%
RJT
65
Raymond James Trust
Florida
$396K -$146K -1,656 -26%
AAS
66
Annex Advisory Services
Wisconsin
$364K -$18.1K -205 -5%
HighTower Advisors
67
HighTower Advisors
Illinois
$354K
LFAS
68
Level Four Advisory Services
Texas
$348K -$156K -1,763 -30%
BTS
69
BB&T Securities
Virginia
$345K -$41.8K -473 -10%
MCM
70
Mengis Capital Management
Oregon
$342K +$265 +3 +0.1%
FAIM
71
Financial Advocates Investment Management
Washington
$341K +$6.18K +70 +2%
WLIM
72
White Lighthouse Investment Management
Massachusetts
$337K -$3.09K -35 -0.9%
AFG
73
Albion Financial Group
Utah
$320K
JWS
74
Juncture Wealth Strategies
Arizona
$318K +$332K +3,763 New
FHB
75
First Hawaiian Bank
Hawaii
$306K +$81.5K +923 +34%