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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$433K +$97 +1 +0%
SWM
52
Spire Wealth Management
Virginia
$425K +$97 +1 +0%
PVAMC
53
PPS&V Asset Management Consultants
Michigan
$416K -$79.3K -816 -17%
JP Morgan Chase
54
JP Morgan Chase
New York
$408K +$389K +4,000 +30,769%
OIA
55
OneDigital Investment Advisors
Kansas
$407K
GLLW
56
Graves Light Lenhart Wealth
Virginia
$384K
AM
57
AGF Management
Ontario, Canada
$382K -$3.88K -40 -1%
CA
58
Cetera Advisors
Colorado
$372K +$355K +3,654 New
TWM
59
Tradition Wealth Management
Minnesota
$358K
RCI
60
RS Crum Inc
California
$348K
PWP
61
Perfromance Wealth Partners
Illinois
$346K
KAS
62
Kestra Advisory Services
Texas
$338K -$54K -556 -14%
SFA
63
Sequoia Financial Advisors
Ohio
$316K
Stifel Financial
64
Stifel Financial
Missouri
$305K +$61.3K +631 +27%
BFG
65
Bouchey Financial Group
New York
$289K
FWM
66
Fingerlakes Wealth Management
New York
$285K +$1.36K +14 +0.5%
ITB
67
Idaho Trust Bank
Idaho
$285K +$272K +2,800 New
FAM
68
Flaharty Asset Management
Florida
$285K -$76.9K -792 -22%
TCOV
69
Trust Company of Vermont
Vermont
$277K
Creative Planning
70
Creative Planning
Kansas
$254K -$53.4K -550 -18%
P
71
&Partners
Tennessee
$241K
Wolverine Trading
72
Wolverine Trading
Illinois
$239K +$228K +2,349 New
EW
73
Element Wealth
Mississippi
$237K -$20.6K -212 -8%
MCM
74
Mengis Capital Management
Oregon
$234K +$223K +2,300 New
KFI
75
Key Financial Inc
Pennsylvania
$230K