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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Cladis Investment Advisory
Montana
$262K
AAM
77
Augustine Asset Management
Florida
$261K
MFG
78
Merit Financial Group
Georgia
$241K +$373 +3 +0.2%
KFI
79
Key Financial Inc
Pennsylvania
$241K +$124 +1 +0.1%
SWA
80
Sax Wealth Advisors
New Jersey
$238K
TCOV
81
Trust Company of Vermont
Vermont
$236K +$224K +1,800 New
AWM
82
Axxcess Wealth Management
California
$231K +$219K +1,763 New
TRCT
83
Tower Research Capital (TRC)
New York
$228K +$6.72K +54 +3%
SPIA
84
Steward Partners Investment Advisory
New York
$227K
AC
85
Avant Capital
Louisiana
$226K +$214K +1,723 New
SGK
86
Steigerwald Gordon & Koch
Virginia
$219K
MCM
87
Mengis Capital Management
Oregon
$219K +$208K +1,670 New
Jones Financial Companies
88
Jones Financial Companies
Missouri
$184K +$32.7K +263 +23%
BAM
89
Bellevue Asset Management
Washington
$167K +$249 +2 +0.2%
HI
90
Harbour Investments
Wisconsin
$154K
FFA
91
Farther Finance Advisors
California
$146K
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$145K +$137K +1,103 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$135K +$26K +209 +25%
PWMA
94
Pension & Wealth Management Advisors
Massachusetts
$131K
CA
95
Clearstead Advisors
Ohio
$128K
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$107K
AF
97
Allworth Financial
California
$103K +$62.3K +501 +177%
Franklin Resources
98
Franklin Resources
California
$97K
AIA
99
Arcadia Investment Advisors
Idaho
$84.3K
IBOK
100
Independence Bank of Kentucky
Kentucky
$82K