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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
$441K -$1.31K -11 -0.3%
ML
52
MLP3 LLC
New Jersey
$435K
NFG
53
Nadler Financial Group
Illinois
$432K -$38.7K -325 -8%
PWP
54
Perfromance Wealth Partners
Illinois
$431K -$2.38K -20 -0.5%
Creative Planning
55
Creative Planning
Kansas
$406K
RCI
56
RS Crum Inc
California
$395K
GLLW
57
Graves Light Lenhart Wealth
Virginia
$385K -$9.78K -82 -2%
AGC
58
Aspen Grove Capital
Colorado
$347K
BFG
59
Bouchey Financial Group
New York
$345K
FTUS
60
Flow Traders U.S.
New York
$342K +$352K +2,956 New
LP
61
LGL Partners
Pennsylvania
$340K +$1.07K +9 +0.3%
P
62
&Partners
Tennessee
$336K
TWM
63
Tradition Wealth Management
Minnesota
$333K
WB
64
Webster Bank
Connecticut
$313K -$38.9K -326 -11%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$311K
SWM
66
Spire Wealth Management
Virginia
$306K
Stifel Financial
67
Stifel Financial
Missouri
$288K +$119 +1 +0%
HighTower Advisors
68
HighTower Advisors
Illinois
$286K +$238 +2 +0.1%
MA
69
Mezzasalma Advisors
New Jersey
$274K +$834 +7 +0.3%
FWM
70
Fingerlakes Wealth Management
New York
$261K -$29.6K -248 -10%
AM
71
AGF Management
Ontario, Canada
$256K -$4.77K -40 -2%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$250K -$46.1K -387 -15%
SC
73
SouthState Corp
Florida
$246K
William Blair & Company
74
William Blair & Company
Illinois
$243K
SWA
75
Sax Wealth Advisors
New Jersey
$237K