We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
51
Financial Gravity Asset Management
Texas
$735K -$87.3K -899 -10%
SWM
52
Spire Wealth Management
Virginia
$727K +$97 +1 +0%
ANB
53
Amarillo National Bank
Texas
$661K
MA
54
Montag & Associates
Georgia
$612K +$163K +1,677 +35%
DWP
55
Destiny Wealth Partners
Florida
$575K
MCWS
56
McKinley Carter Wealth Services
West Virginia
$521K
APA
57
American Portfolios Advisors
New York
$485K -$10.5K -108 -2%
JWS
58
Juncture Wealth Strategies
Arizona
$472K +$488K +5,020 New
Lido Advisors
59
Lido Advisors
California
$445K -$1.55K -16 -0.3%
GW
60
GW & Wade
Massachusetts
$442K
FAM
61
Flaharty Asset Management
Florida
$416K
SC
62
SouthState Corp
Florida
$382K -$74.8K -770 -16%
OIA
63
OneDigital Investment Advisors
Kansas
$376K -$11.1K -114 -3%
BOS
64
Bingham Osborn & Scarborough
California
$369K
GLLW
65
Graves Light Lenhart Wealth
Virginia
$358K
TWM
66
Tradition Wealth Management
Minnesota
$333K
MCM
67
MAI Capital Management
Ohio
$315K -$125K -1,291 -28%
COCM
68
Charter Oak Capital Management
New Hampshire
$311K -$40.4K -416 -11%
Northern Trust
69
Northern Trust
Illinois
$288K +$298K +3,067 New
TCOV
70
Trust Company of Vermont
Vermont
$262K
JP Morgan Chase
71
JP Morgan Chase
New York
$261K -$9.71K -100 -3%
EW
72
Element Wealth
Mississippi
$257K
LP
73
LGL Partners
Pennsylvania
$250K +$1.55K +16 +0.6%
GFS
74
GYL Financial Synergies
Connecticut
$248K +$49.8K +513 +24%
HighTower Advisors
75
HighTower Advisors
Illinois
$236K +$97 +1 +0%