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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$427K -$55.1K -485 -11%
VA
52
VestGen Advisors
Illinois
$408K
Creative Planning
53
Creative Planning
Kansas
$401K +$115K +1,015 +41%
RCI
54
RS Crum Inc
California
$390K
GLLW
55
Graves Light Lenhart Wealth
Virginia
$389K
WB
56
Webster Bank
Connecticut
$346K
AGC
57
Aspen Grove Capital
Colorado
$343K
TRCT
58
Tower Research Capital (TRC)
New York
$335K -$60.5K -533 -15%
LP
59
LGL Partners
Pennsylvania
$333K +$1.36K +12 +0.4%
P
60
&Partners
Tennessee
$332K +$56.8K +500 +21%
TWM
61
Tradition Wealth Management
Minnesota
$329K
BFG
62
Bouchey Financial Group
New York
$325K
MCWS
63
McKinley Carter Wealth Services
West Virginia
$307K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$291K
Stifel Financial
65
Stifel Financial
Missouri
$287K -$2.61K -23 -0.9%
FWM
66
Fingerlakes Wealth Management
New York
$285K -$25K -220 -8%
HighTower Advisors
67
HighTower Advisors
Illinois
$282K +$4.54K +40 +2%
MA
68
Mezzasalma Advisors
New Jersey
$268K +$1.02K +9 +0.4%
TCOV
69
Trust Company of Vermont
Vermont
$263K -$47.7K -420 -15%
AM
70
AGF Management
Ontario, Canada
$258K
SC
71
SouthState Corp
Florida
$243K
William Blair & Company
72
William Blair & Company
Illinois
$240K
AC
73
Avant Capital
Louisiana
$240K +$238K +2,100 New
SWA
74
Sax Wealth Advisors
New Jersey
$235K
CIA
75
Cladis Investment Advisory
Montana
$229K