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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$588K -$221K -2,262 -27%
TRCT
52
Tower Research Capital (TRC)
New York
$546K +$347K +3,547 +171%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$539K
FTUS
54
Flow Traders U.S.
New York
$517K +$521K +5,318 New
APA
55
American Portfolios Advisors
New York
$513K -$22.7K -232 -4%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$491K
MA
57
Montag & Associates
Georgia
$470K
SC
58
SouthState Corp
Florida
$470K
Lido Advisors
59
Lido Advisors
California
$462K
GW
60
GW & Wade
Massachusetts
$457K
MCM
61
MAI Capital Management
Ohio
$452K
FAM
62
Flaharty Asset Management
Florida
$430K
OIA
63
OneDigital Investment Advisors
Kansas
$400K +$11.2K +114 +3%
BOS
64
Bingham Osborn & Scarborough
California
$382K
GLLW
65
Graves Light Lenhart Wealth
Virginia
$370K
COCM
66
Charter Oak Capital Management
New Hampshire
$363K -$9.3K -95 -2%
TWM
67
Tradition Wealth Management
Minnesota
$345K
JP Morgan Chase
68
JP Morgan Chase
New York
$280K -$19.6K -200 -6%
TCOV
69
Trust Company of Vermont
Vermont
$271K +$273K +2,785 New
MCM
70
Mengis Capital Management
Oregon
$268K -$2.54K -26 -0.9%
EW
71
Element Wealth
Mississippi
$265K
LP
72
LGL Partners
Pennsylvania
$258K
P
73
&Partners
Tennessee
$243K -$164K -1,680 -40%
HighTower Advisors
74
HighTower Advisors
Illinois
$242K +$98 +1 +0%
SWM
75
Sculati Wealth Management
Michigan
$240K +$489 +5 +0.2%