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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Montag & Associates
Georgia
$763K +$72.8K +850 +11%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$727K -$12.9K -151 -2%
BIA
53
Biondo Investment Advisors
Pennsylvania
$723K -$10.3K -120 -1%
US Bancorp
54
US Bancorp
Minnesota
$713K -$31.7K -370 -4%
SHGA
55
Sand Hill Global Advisors
California
$704K
WCM
56
WealthBridge Capital Management
Ohio
$694K -$685 -8 -0.1%
GHA
57
GW Henssler & Associates
Georgia
$679K +$150K +1,746 +29%
GW
58
GW & Wade
Massachusetts
$648K -$13.3K -155 -2%
HCM
59
Hollencrest Capital Management
California
$630K
BF
60
Blankinship & Foster
California
$626K -$15.5K -181 -2%
ANB
61
Amarillo National Bank
Texas
$615K
FAM
62
Flaharty Asset Management
Florida
$585K
JFA
63
JNBA Financial Advisors
Minnesota
$582K
APA
64
American Portfolios Advisors
New York
$569K -$2.31K -27 -0.4%
FHB
65
First Hawaiian Bank
Hawaii
$554K +$40.6K +474 +8%
BTS
66
BB&T Securities
Virginia
$501K +$2.66K +31 +0.5%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$491K
JWS
68
Juncture Wealth Strategies
Arizona
$488K -$226K -2,635 -32%
Citigroup
69
Citigroup
New York
$472K -$177K -2,065 -28%
William Blair & Company
70
William Blair & Company
Illinois
$467K -$36.4K -425 -7%
FWM
71
Foresight Wealth Management
Utah
$434K
SC
72
SouthState Corp
Florida
$431K
GLLW
73
Graves Light Lenhart Wealth
Virginia
$418K
Lido Advisors
74
Lido Advisors
California
$416K +$86 +1 +0%
RJT
75
Raymond James Trust
Florida
$397K