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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GLLW
51
Graves Light Lenhart Wealth
Virginia
$374K – – –
TWM
52
Tradition Wealth Management
Minnesota
$351K – – –
RCI
53
RS Crum Inc
California
$341K – – –
Perfromance Wealth Partners
54
Perfromance Wealth Partners
Illinois
$339K – – –
Osaic Holdings
55
Osaic Holdings
Arizona
$325K -$1.06M -10,643 -77%
Tower Research Capital (TRC)
56
Tower Research Capital (TRC)
New York
$324K -$338K -3,380 -51%
Sequoia Financial Advisors
57
Sequoia Financial Advisors
Ohio
$309K – – –
WPIC
58
White Pine Investment Company
Michigan
$286K -$1.74M -17,377 -86%
Stifel Financial
59
Stifel Financial
Missouri
$284K -$14.3K -143 -5%
BFG
60
Bouchey Financial Group
New York
$283K – – –
FAM
61
Flaharty Asset Management
Florida
$279K – – –
FWM
62
Fingerlakes Wealth Management
New York
$277K -$2.4K -24 -0.9%
TCOV
63
Trust Company of Vermont
Vermont
$271K – – –
Spire Wealth Management
64
Spire Wealth Management
Virginia
$264K -$153K -1,534 -37%
Creative Planning
65
Creative Planning
Kansas
$249K – – –
&Partners
66
&Partners
Tennessee
$240K +$3.3K +33 +1%
KFI
67
Key Financial Inc
Pennsylvania
$225K +$100 +1 +0%
AGF Management
68
AGF Management
Ontario, Canada
$225K -$150K -1,500 -40%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$221K – – –
William Blair & Company
70
William Blair & Company
Illinois
$219K – – –
EW
71
Element Wealth
Mississippi
$216K -$16.2K -162 -7%
SouthState Corp
72
SouthState Corp
Florida
$212K – – –
Sax Wealth Advisors
73
Sax Wealth Advisors
New Jersey
$205K – – –
AAM
74
Augustine Asset Management
Florida
$204K +$1.2K +12 +0.6%
BAM
75
Bellevue Asset Management
Washington
$136K – – –