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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ANB
51
Amarillo National Bank
Texas
$711K
DWP
52
Destiny Wealth Partners
Florida
$619K
MA
53
Montag & Associates
Georgia
$605K -$50.9K -522 -8%
MCWS
54
McKinley Carter Wealth Services
West Virginia
$561K
TRCT
55
Tower Research Capital (TRC)
New York
$533K -$264K -2,706 -34%
APA
56
American Portfolios Advisors
New York
$504K -$17.7K -182 -4%
JWS
57
Juncture Wealth Strategies
Arizona
$503K -$4.19K -43 -0.9%
GW
58
GW & Wade
Massachusetts
$476K
FAM
59
Flaharty Asset Management
Florida
$448K
OIA
60
OneDigital Investment Advisors
Kansas
$405K
FWM
61
Fingerlakes Wealth Management
New York
$398K +$385K +3,952 New
GLLW
62
Graves Light Lenhart Wealth
Virginia
$385K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$369K +$356K +3,649 New
TWM
64
Tradition Wealth Management
Minnesota
$358K
PWP
65
Perfromance Wealth Partners
Illinois
$344K +$332K +3,400 New
MCM
66
MAI Capital Management
Ohio
$339K
SC
67
SouthState Corp
Florida
$333K -$75.1K -770 -19%
Truist Financial
68
Truist Financial
North Carolina
$324K +$78.3K +803 +33%
COCM
69
Charter Oak Capital Management
New Hampshire
$321K -$13.4K -137 -4%
SWM
70
Sculati Wealth Management
Michigan
$306K +$54.6K +560 +23%
TCOV
71
Trust Company of Vermont
Vermont
$282K
JP Morgan Chase
72
JP Morgan Chase
New York
$281K
LP
73
LGL Partners
Pennsylvania
$272K +$2.54K +26 +1%
EW
74
Element Wealth
Mississippi
$268K -$7.31K -75 -3%
Northern Trust
75
Northern Trust
Illinois
$263K -$45.5K -467 -15%