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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
51
McKinley Carter Wealth Services
West Virginia
$420K -$36.5K -400 -7%
JWS
52
Juncture Wealth Strategies
Arizona
$365K -$13K -142 -3%
APA
53
American Portfolios Advisors
New York
$355K +$183 +2 +0%
OIA
54
OneDigital Investment Advisors
Kansas
$327K
Truist Financial
55
Truist Financial
North Carolina
$323K +$138K +1,516 +62%
MCM
56
MAI Capital Management
Ohio
$318K +$49.8K +545 +16%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$308K
FAM
58
Flaharty Asset Management
Florida
$302K
TWM
59
Tradition Wealth Management
Minnesota
$287K
PWP
60
Perfromance Wealth Partners
Illinois
$278K
EW
61
Element Wealth
Mississippi
$235K +$25.6K +280 +11%
SWM
62
Spire Wealth Management
Virginia
$234K -$285K -3,118 -52%
Mariner
63
Mariner
Kansas
$230K +$257K +2,818 New
LP
64
LGL Partners
Pennsylvania
$223K +$1.64K +18 +0.7%
TCOV
65
Trust Company of Vermont
Vermont
$222K -$5.94K -65 -2%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$220K -$68.8K -753 -22%
FWM
67
Fingerlakes Wealth Management
New York
$220K -$57.6K -631 -19%
Northern Trust
68
Northern Trust
Illinois
$212K
Lido Advisors
69
Lido Advisors
California
$208K
SC
70
SouthState Corp
Florida
$206K -$70.2K -769 -23%
HighTower Advisors
71
HighTower Advisors
Illinois
$205K +$91 +1 +0%
P
72
&Partners
Tennessee
$204K
William Blair & Company
73
William Blair & Company
Illinois
$203K
MCM
74
Mengis Capital Management
Oregon
$202K
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$199K