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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
51
Juncture Wealth Strategies
Arizona
$488K -$4.93K -50 -1%
APA
52
American Portfolios Advisors
New York
$487K -$6.9K -70 -1%
GW
53
GW & Wade
Massachusetts
$480K +$13.9K +141 +3%
FAM
54
Flaharty Asset Management
Florida
$438K
OIA
55
OneDigital Investment Advisors
Kansas
$396K
RBC
56
Roble Belko & Company
Pennsylvania
$379K +$186K +1,893 +100%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$377K
TWM
58
Tradition Wealth Management
Minnesota
$351K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$341K -$20.4K -207 -6%
PWP
60
Perfromance Wealth Partners
Illinois
$337K
SWM
61
Sculati Wealth Management
Michigan
$337K +$36.5K +370 +12%
MCM
62
MAI Capital Management
Ohio
$332K
FWM
63
Fingerlakes Wealth Management
New York
$328K -$62.8K -637 -16%
SC
64
SouthState Corp
Florida
$326K
Truist Financial
65
Truist Financial
North Carolina
$318K +$591 +6 +0.2%
COCM
66
Charter Oak Capital Management
New Hampshire
$315K +$99 +1 +0%
UBS Group
67
UBS Group
Switzerland
$283K -$1.5M -15,202 -84%
TCOV
68
Trust Company of Vermont
Vermont
$276K
LP
69
LGL Partners
Pennsylvania
$267K +$690 +7 +0.3%
EW
70
Element Wealth
Mississippi
$260K -$2.96K -30 -1%
Northern Trust
71
Northern Trust
Illinois
$258K
Lido Advisors
72
Lido Advisors
California
$253K -$99 -1 -0%
HighTower Advisors
73
HighTower Advisors
Illinois
$249K +$99 +1 +0%
P
74
&Partners
Tennessee
$248K
MML Investors Services
75
MML Investors Services
Massachusetts
$247K