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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Montag & Associates
Georgia
$635K -$101K -1,200 -13%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$633K +$695K +8,226 New
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$621K -$347K -4,110 -34%
WCM
54
WealthBridge Capital Management
Ohio
$612K +$671K +7,946 New
Citigroup
55
Citigroup
New York
$603K -$56.5K -669 -8%
FAM
56
Flaharty Asset Management
Florida
$600K
MML Investors Services
57
MML Investors Services
Massachusetts
$597K -$30.2K -357 -4%
BIA
58
Biondo Investment Advisors
Pennsylvania
$589K -$27K -320 -4%
GW
59
GW & Wade
Massachusetts
$583K
HCM
60
Hollencrest Capital Management
California
$554K -$608K -7,200 -50%
ANB
61
Amarillo National Bank
Texas
$541K
JFA
62
JNBA Financial Advisors
Minnesota
$508K +$557K +6,596 New
APA
63
American Portfolios Advisors
New York
$501K -$109K -1,288 -17%
GHA
64
GW Henssler & Associates
Georgia
$468K +$9.97K +118 +2%
CF
65
Centaurus Financial
California
$461K
EAM
66
Evanson Asset Management
California
$440K
AA
67
Ancora Advisors
Ohio
$416K
P
68
&Partners
Tennessee
$410K +$450K +5,330 New
RWM
69
Raffa Wealth Management
District of Columbia
$390K +$5.07K +60 +1%
TSS
70
Two Sigma Securities
New York
$387K -$7.27K -86 -2%
William Blair & Company
71
William Blair & Company
Illinois
$385K -$21.2K -251 -5%
SC
72
SouthState Corp
Florida
$380K
SPC
73
Sigma Planning Corp
Michigan
$370K -$422 -5 -0.1%
Lido Advisors
74
Lido Advisors
California
$366K
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$362K +$380K +4,500 +2,250%