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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$440K -$317 -3 -0.1%
WB
52
Webster Bank
Connecticut
$440K -$53.9K -510 -11%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$404K -$67.3K -636 -15%
Osaic Holdings
54
Osaic Holdings
Arizona
$402K +$37.3K +353 +11%
TWM
55
Tradition Wealth Management
Minnesota
$391K
GLLW
56
Graves Light Lenhart Wealth
Virginia
$389K -$29.5K -279 -7%
RCI
57
RS Crum Inc
California
$380K
KAS
58
Kestra Advisory Services
Texas
$371K -$116K -1,095 -25%
SFA
59
Sequoia Financial Advisors
Ohio
$345K
BFG
60
Bouchey Financial Group
New York
$316K
FAM
61
Flaharty Asset Management
Florida
$311K
FWM
62
Fingerlakes Wealth Management
New York
$304K -$5.08K -48 -2%
TCOV
63
Trust Company of Vermont
Vermont
$303K
Creative Planning
64
Creative Planning
Kansas
$277K
P
65
&Partners
Tennessee
$267K
KFI
66
Key Financial Inc
Pennsylvania
$251K +$106 +1 +0%
AM
67
AGF Management
Ontario, Canada
$251K
Stifel Financial
68
Stifel Financial
Missouri
$250K -$64.1K -606 -21%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$246K
William Blair & Company
70
William Blair & Company
Illinois
$245K
EW
71
Element Wealth
Mississippi
$241K -$317 -3 -0.1%
SC
72
SouthState Corp
Florida
$236K
SWP
73
Stratos Wealth Partners
Ohio
$235K +$223K +2,111 New
AAM
74
Augustine Asset Management
Florida
$229K +$1.06K +10 +0.5%
SWA
75
Sax Wealth Advisors
New Jersey
$229K