We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Altrius Capital Management
North Carolina
$437K -$15.3K -170 -4%
Mariner
52
Mariner
Kansas
$408K -$10.2K -113 -3%
SWM
53
Spire Wealth Management
Virginia
$394K
OIA
54
OneDigital Investment Advisors
Kansas
$384K
KAS
55
Kestra Advisory Services
Texas
$372K -$52.2K -581 -13%
AM
56
AGF Management
Ontario, Canada
$364K -$45K -500 -12%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$362K
FAM
58
Flaharty Asset Management
Florida
$344K
TWM
59
Tradition Wealth Management
Minnesota
$337K
RCI
60
RS Crum Inc
California
$328K -$92.2K -1,025 -23%
PWP
61
Perfromance Wealth Partners
Illinois
$326K
SFA
62
Sequoia Financial Advisors
Ohio
$297K
Creative Planning
63
Creative Planning
Kansas
$292K
BFG
64
Bouchey Financial Group
New York
$272K
FWM
65
Fingerlakes Wealth Management
New York
$267K +$1.53K +17 +0.6%
TRCT
66
Tower Research Capital (TRC)
New York
$266K -$98.4K -1,094 -28%
TCOV
67
Trust Company of Vermont
Vermont
$261K
EW
68
Element Wealth
Mississippi
$244K -$28.3K -315 -11%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$238K -$14.8K -165 -6%
P
70
&Partners
Tennessee
$227K
Stifel Financial
71
Stifel Financial
Missouri
$227K +$212K +2,362 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$220K -$7.28K -81 -3%
KFI
73
Key Financial Inc
Pennsylvania
$216K +$90 +1 +0%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$213K +$199K +2,217 New
AAM
75
Augustine Asset Management
Florida
$211K +$198K +2,199 New