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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$519K +$22.9K +258 +5%
JWS
52
Juncture Wealth Strategies
Arizona
$499K -$20.3K -229 -4%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$491K
GFS
54
GYL Financial Synergies
Connecticut
$461K -$40.2K -453 -8%
SC
55
SouthState Corp
Florida
$456K
MA
56
Montag & Associates
Georgia
$455K -$41.7K -470 -9%
Lido Advisors
57
Lido Advisors
California
$448K -$532 -6 -0.1%
GW
58
GW & Wade
Massachusetts
$444K
MCM
59
MAI Capital Management
Ohio
$438K
FAM
60
Flaharty Asset Management
Florida
$417K
P
61
&Partners
Tennessee
$394K
OIA
62
OneDigital Investment Advisors
Kansas
$377K
BOS
63
Bingham Osborn & Scarborough
California
$370K +$348K +3,924 New
COCM
64
Charter Oak Capital Management
New Hampshire
$361K -$36.8K -415 -10%
GLLW
65
Graves Light Lenhart Wealth
Virginia
$359K -$4.97K -56 -1%
TWM
66
Tradition Wealth Management
Minnesota
$334K
JP Morgan Chase
67
JP Morgan Chase
New York
$290K +$70.9K +800 +35%
FCI
68
Financial Counselors Inc
Kansas
$281K
FAIM
69
Financial Advocates Investment Management
Washington
$273K -$182K -2,057 -42%
MCM
70
Mengis Capital Management
Oregon
$263K -$37.2K -420 -13%
EW
71
Element Wealth
Mississippi
$257K
LP
72
LGL Partners
Pennsylvania
$250K +$443 +5 +0.2%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$241K +$10.6K +120 +5%
HighTower Advisors
74
HighTower Advisors
Illinois
$236K +$221K +2,495 New
SWM
75
Sculati Wealth Management
Michigan
$232K