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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$423K -$103K -955 -20%
ACM
52
Altrius Capital Management
North Carolina
$417K +$5.08K +47 +1%
VA
53
VestGen Advisors
Illinois
$403K
TRCT
54
Tower Research Capital (TRC)
New York
$391K -$486K -4,497 -57%
RCI
55
RS Crum Inc
California
$386K
GLLW
56
Graves Light Lenhart Wealth
Virginia
$385K
NA
57
Novus Advisors
South Carolina
$365K
WB
58
Webster Bank
Connecticut
$343K -$50.7K -470 -13%
AGC
59
Aspen Grove Capital
Colorado
$339K -$567K -5,250 -64%
TWM
60
Tradition Wealth Management
Minnesota
$325K -$34.7K -321 -10%
LP
61
LGL Partners
Pennsylvania
$324K +$1.3K +12 +0.4%
BFG
62
Bouchey Financial Group
New York
$321K
TCOV
63
Trust Company of Vermont
Vermont
$308K
FWM
64
Fingerlakes Wealth Management
New York
$307K +$1.19K +11 +0.4%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$304K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$294K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$288K
Stifel Financial
68
Stifel Financial
Missouri
$287K +$216 +2 +0.1%
Creative Planning
69
Creative Planning
Kansas
$282K
HighTower Advisors
70
HighTower Advisors
Illinois
$275K +$17.2K +159 +7%
P
71
&Partners
Tennessee
$272K
MA
72
Mezzasalma Advisors
New Jersey
$264K +$972 +9 +0.4%
OSAM
73
O'Shaughnessy Asset Management
Connecticut
$258K +$246K +2,278 New
AM
74
AGF Management
Ontario, Canada
$255K
SC
75
SouthState Corp
Florida
$240K