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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KLI
51
Kelman-Lazarov Inc
Tennessee
$936K -$6.78K -76 -0.7%
IFWM
52
Institute for Wealth Management
Colorado
$896K
ARG
53
Advisory Resource Group
Oklahoma
$826K -$11.9K -133 -1%
SPIA
54
Steward Partners Investment Advisory
New York
$820K +$791K +8,866 New
MA
55
Montag & Associates
Georgia
$807K
BIA
56
Biondo Investment Advisors
Pennsylvania
$769K +$4.01K +45 +0.5%
US Bancorp
57
US Bancorp
Minnesota
$754K
SHGA
58
Sand Hill Global Advisors
California
$745K
WCM
59
WealthBridge Capital Management
Ohio
$735K +$892 +10 +0.1%
GHA
60
GW Henssler & Associates
Georgia
$718K -$714 -8 -0.1%
HCM
61
Hollencrest Capital Management
California
$666K
ANB
62
Amarillo National Bank
Texas
$650K
FHB
63
First Hawaiian Bank
Hawaii
$645K +$56.7K +635 +10%
JFA
64
JNBA Financial Advisors
Minnesota
$615K
APA
65
American Portfolios Advisors
New York
$602K
FAM
66
Flaharty Asset Management
Florida
$591K -$26.8K -300 -4%
Truist Financial
67
Truist Financial
North Carolina
$532K +$513K +5,755 New
MGWM
68
Marks Group Wealth Management
Minnesota
$504K +$486K +5,448 New
Citigroup
69
Citigroup
New York
$500K +$535 +6 +0.1%
William Blair & Company
70
William Blair & Company
Illinois
$494K
GW
71
GW & Wade
Massachusetts
$493K -$186K -2,080 -28%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$491K
SFPG
73
Stonebridge Financial Planning Group
Florida
$491K +$473K +5,305 New
FWM
74
Foresight Wealth Management
Utah
$459K
SC
75
SouthState Corp
Florida
$447K -$8.92K -100 -2%