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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$229K +$221K +3,255 New
RW
77
Rand Wealth
Maryland
$210K – – –
Prospera Financial Services
78
Prospera Financial Services
Texas
$209K +$202K +2,978 New
TCOV
79
Trust Company of Vermont
Vermont
$207K -$197K -2,900 -50%
Benjamin F. Edwards & Company
80
Benjamin F. Edwards & Company
Missouri
$199K +$12.6K +186 +7%
PAS
81
Partnervest Advisory Services
California
$198K +$44.3K +651 +30%
Creative Planning
82
Creative Planning
Kansas
$119K +$91.8K +1,350 +387%
LNB
83
Ledyard National Bank
$91K – – –
WEC
84
Winslow Evans & Crocker
Massachusetts
$84.3K – – –
SFSIG
85
San Francisco Sentry Investment Group
California
$84K – – –
FCCM
86
First City Capital Management
Georgia
$75.2K +$72.7K +1,070 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$75K – – –
WA
88
WFG Advisors
Texas
$58K -$7.54K -111 -12%
FIG
89
Fusion Investment Group
Pennsylvania
$57K +$27.9K +410 +104%
Tower Research Capital (TRC)
90
Tower Research Capital (TRC)
New York
$48K +$46K +677 New
CFA
91
Carroll Financial Associates
North Carolina
$46K – – –
D.A. Davidson & Co
92
D.A. Davidson & Co
Montana
$45K – – –
US Bancorp
93
US Bancorp
Minnesota
$36K +$14.1K +207 +69%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$34K – – –
AA
95
AlphaMark Advisors
Kentucky
$21K – – –
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$20K – – –
ARMC
97
American Research & Management Company
Massachusetts
$19K +$136 +2 +0.8%
TF
98
Tompkins Financial
New York
$17K – – –
HCM
99
Highlander Capital Management
New Jersey
$12.3K – – –
GAM
100
Gemmer Asset Management
California
$10K +$9.79K +144 New