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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RCI
51
RS Crum Inc
California
$393K
GLLW
52
Graves Light Lenhart Wealth
Virginia
$392K
WB
53
Webster Bank
Connecticut
$348K
AGC
54
Aspen Grove Capital
Colorado
$345K
LP
55
LGL Partners
Pennsylvania
$337K +$1.6K +14 +0.5%
P
56
&Partners
Tennessee
$334K
TWM
57
Tradition Wealth Management
Minnesota
$331K
BFG
58
Bouchey Financial Group
New York
$327K
EWS
59
Evergreen Wealth Solutions
Pennsylvania
$315K +$312K +2,739 New
MCWS
60
McKinley Carter Wealth Services
West Virginia
$309K
SWM
61
Spire Wealth Management
Virginia
$304K -$175K -1,534 -37%
Citadel Advisors
62
Citadel Advisors
Florida
$294K -$2.38M -20,858 -89%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$293K
FWM
64
Fingerlakes Wealth Management
New York
$288K +$1.37K +12 +0.5%
Stifel Financial
65
Stifel Financial
Missouri
$286K -$2.51K -22 -0.9%
HighTower Advisors
66
HighTower Advisors
Illinois
$284K +$228 +2 +0.1%
MA
67
Mezzasalma Advisors
New Jersey
$272K +$1.14K +10 +0.4%
TCOV
68
Trust Company of Vermont
Vermont
$264K
Corient Private Wealth
69
Corient Private Wealth
Florida
$260K +$257K +2,256 New
AM
70
AGF Management
Ontario, Canada
$259K
SC
71
SouthState Corp
Florida
$244K
William Blair & Company
72
William Blair & Company
Illinois
$242K
SWA
73
Sax Wealth Advisors
New Jersey
$237K
AC
74
Avant Capital
Louisiana
$233K -$8.44K -74 -4%
CIA
75
Cladis Investment Advisory
Montana
$230K