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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
51
Prospera Financial Services
Texas
$483K +$357K +4,438 +338%
MCWS
52
McKinley Carter Wealth Services
West Virginia
$464K -$393K -4,888 -47%
JWS
53
Juncture Wealth Strategies
Arizona
$462K +$7.23K +90 +2%
GFS
54
GYL Financial Synergies
Connecticut
$447K -$155K -1,933 -27%
MA
55
Montag & Associates
Georgia
$444K -$20.1K -250 -5%
APA
56
American Portfolios Advisors
New York
$439K -$23.2K -289 -5%
TRCT
57
Tower Research Capital (TRC)
New York
$422K -$233K -2,900 -37%
HCM
58
Hollencrest Capital Management
California
$419K -$177K -2,200 -31%
FWM
59
Foresight Wealth Management
Utah
$415K
William Blair & Company
60
William Blair & Company
Illinois
$414K
SC
61
SouthState Corp
Florida
$405K
Lido Advisors
62
Lido Advisors
California
$398K
GW
63
GW & Wade
Massachusetts
$394K +$28.1K +350 +8%
MCM
64
MAI Capital Management
Ohio
$389K +$135K +1,685 +57%
FAM
65
Flaharty Asset Management
Florida
$371K -$16.1K -200 -4%
COCM
66
Charter Oak Capital Management
New Hampshire
$355K +$341K +4,240 New
P
67
&Partners
Tennessee
$350K
OIA
68
OneDigital Investment Advisors
Kansas
$335K
GLLW
69
Graves Light Lenhart Wealth
Virginia
$323K
FAIM
70
Financial Advocates Investment Management
Washington
$307K +$146K +1,811 +58%
TWM
71
Tradition Wealth Management
Minnesota
$297K +$285K +3,543 New
NA
72
NewEdge Advisors
Louisiana
$294K -$18.7K -233 -6%
SHGA
73
Sand Hill Global Advisors
California
$285K -$252K -3,138 -48%
MCM
74
Mengis Capital Management
Oregon
$268K -$30.5K -380 -11%
FCI
75
Financial Counselors Inc
Kansas
$250K