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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BHB
76
Bank Hapoalim BM
Israel
$283K
M&T Bank
77
M&T Bank
New York
$260K
PFS
78
Prospera Financial Services
Texas
$250K +$233K +3,318 New
FANJ
79
Financial Architects (New Jersey)
New Jersey
$245K +$228K +3,250 New
JFA
80
JNBA Financial Advisors
Minnesota
$241K +$194K +2,761 +635%
PAG
81
Private Advisor Group
New Jersey
$228K -$15.8K -225 -7%
RW
82
Rand Wealth
Maryland
$226K
Baird Financial Group
83
Baird Financial Group
Wisconsin
$222K
UCFA
84
United Capital Financial Advisors
Texas
$221K +$206K +2,928 New
PMFA
85
Plante Moran Financial Advisors
Michigan
$218K
TCOV
86
Trust Company of Vermont
Vermont
$210K
Goldman Sachs
87
Goldman Sachs
New York
$200K -$26.1K -371 -12%
CG
88
Cutler Group
California
$172K -$7.03K -100 -4%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$154K +$128K +1,817 +793%
NFG
90
Next Financial Group
Texas
$97K
AWMS
91
Advocacy Wealth Management Services
Georgia
$91K
CFA
92
Carroll Financial Associates
North Carolina
$87K -$5.27K -75 -6%
BWA
93
Burt Wealth Advisors
Maryland
$85K
FCCM
94
First City Capital Management
Georgia
$80.7K
LNB
95
Ledyard National Bank
$75K
DADC
96
D.A. Davidson & Co
Montana
$62K +$30.2K +430 +108%
FHA
97
First Horizon Advisors
Tennessee
$53K
BFEC
98
Benjamin F. Edwards & Company
Missouri
$52K +$703 +10 +1%
US Bancorp
99
US Bancorp
Minnesota
$44K
IA
100
IFP Advisors
Florida
$33K -$24K -342 -47%