We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$726K +$36.6K +431 +5%
BIA
52
Biondo Investment Advisors
Pennsylvania
$719K +$22.9K +270 +3%
MML Investors Services
53
MML Investors Services
Massachusetts
$706K -$8.41K -99 -1%
JWS
54
Juncture Wealth Strategies
Arizona
$705K -$61.9K -728 -8%
SHGA
55
Sand Hill Global Advisors
California
$690K -$64.1K -754 -9%
OIA
56
OneDigital Investment Advisors
Kansas
$686K +$340K +4,000 +100%
WIM
57
Westside Investment Management
California
$685K +$679K +7,993 New
MA
58
Montag & Associates
Georgia
$675K -$72.2K -850 -10%
GW
59
GW & Wade
Massachusetts
$649K
Citigroup
60
Citigroup
New York
$640K -$9.18K -108 -1%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$635K -$49.1K -578 -7%
BF
62
Blankinship & Foster
California
$630K -$78.7K -926 -11%
HCM
63
Hollencrest Capital Management
California
$618K
WCM
64
WealthBridge Capital Management
Ohio
$612K +$1.27K +15 +0.2%
ANB
65
Amarillo National Bank
Texas
$603K
FAM
66
Flaharty Asset Management
Florida
$574K
JFA
67
JNBA Financial Advisors
Minnesota
$571K
APA
68
American Portfolios Advisors
New York
$561K -$33K -388 -6%
GHA
69
GW Henssler & Associates
Georgia
$516K +$39.6K +466 +8%
FHB
70
First Hawaiian Bank
Hawaii
$503K +$38.2K +449 +8%
William Blair & Company
71
William Blair & Company
Illinois
$494K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$491K
BTS
73
BB&T Securities
Virginia
$489K +$5.86K +69 +1%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$441K -$220K -2,587 -33%
FWM
75
Foresight Wealth Management
Utah
$425K +$421K +4,960 New