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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
76
Signet Financial Management
New Jersey
$390K -$188K -2,472 -32%
BHB
77
Bank Hapoalim BM
Israel
$370K -$51.9K -681 -12%
Creative Planning
78
Creative Planning
Kansas
$315K
Goldman Sachs
79
Goldman Sachs
New York
$309K +$11.3K +149 +4%
DWM
80
Destination Wealth Management
California
$304K
SCM
81
SOL Capital Management
Maryland
$299K -$18.3K -240 -6%
PFS
82
Prospera Financial Services
Texas
$280K +$76.5K +1,005 +38%
PAS
83
Partnervest Advisory Services
California
$264K +$38.7K +508 +17%
M&T Bank
84
M&T Bank
New York
$261K -$34.3K -450 -12%
CA
85
Cetera Advisors
Colorado
$235K -$85.7K -1,125 -27%
B
86
Baird
Wisconsin
$227K
RW
87
Rand Wealth
Maryland
$227K
TCOV
88
Trust Company of Vermont
Vermont
$224K
BFEC
89
Benjamin F. Edwards & Company
Missouri
$212K +$18.1K +238 +9%
BIA
90
Barry Investment Advisors
Massachusetts
$201K -$51.2K -672 -20%
WBG
91
Wharton Business Group
Pennsylvania
$201K
GI
92
Gradient Investments
Minnesota
$143K -$1.6K -21 -1%
WCM
93
Wealthcare Capital Management
Virginia
$129K
FANJ
94
Financial Architects (New Jersey)
New Jersey
$125K
LNB
95
Ledyard National Bank
$99K
PCM
96
Parsons Capital Management
Rhode Island
$88K +$88K +1,155 New
BWA
97
Burt Wealth Advisors
Maryland
$85K
FCCM
98
First City Capital Management
Georgia
$81.2K
NFG
99
Next Financial Group
Texas
$78K +$31.7K +416 +68%
FNBT
100
FineMark National Bank & Trust
Florida
$62K -$299K -3,924 -83%