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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
51
Biondo Investment Advisors
Pennsylvania
$659K +$36.5K +510 +6%
GFS
52
GYL Financial Synergies
Connecticut
$654K -$218K -3,040 -26%
US Bancorp
53
US Bancorp
Minnesota
$601K
FHB
54
First Hawaiian Bank
Hawaii
$582K +$29.9K +418 +6%
MA
55
Montag & Associates
Georgia
$581K -$60.8K -850 -10%
SHGA
56
Sand Hill Global Advisors
California
$559K -$32K -447 -6%
HCM
57
Hollencrest Capital Management
California
$531K
ANB
58
Amarillo National Bank
Texas
$518K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$491K
PFS
60
Prospera Financial Services
Texas
$443K +$182K +2,549 +74%
FAM
61
Flaharty Asset Management
Florida
$432K -$30.7K -429 -7%
APA
62
American Portfolios Advisors
New York
$417K +$1.22K +17 +0.3%
JWS
63
Juncture Wealth Strategies
Arizona
$382K +$6.3K +88 +2%
NA
64
NewEdge Advisors
Louisiana
$369K -$470K -6,568 -57%
MML Investors Services
65
MML Investors Services
Massachusetts
$368K +$357K +4,990 New
FWM
66
Foresight Wealth Management
Utah
$366K
William Blair & Company
67
William Blair & Company
Illinois
$364K
SC
68
SouthState Corp
Florida
$356K
Lido Advisors
69
Lido Advisors
California
$351K
Truist Financial
70
Truist Financial
North Carolina
$349K +$3.22K +45 +1%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$323K -$276K -3,850 -47%
SFPG
72
Stonebridge Financial Planning Group
Florida
$323K -$14.3K -200 -4%
GW
73
GW & Wade
Massachusetts
$321K -$70.1K -980 -18%
GLLW
74
Graves Light Lenhart Wealth
Virginia
$314K -$35.8K -500 -10%
P
75
&Partners
Tennessee
$308K