We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Mengis Capital Management
Oregon
$359K -$14.7K -179 -4%
Benjamin F. Edwards & Company
77
Benjamin F. Edwards & Company
Missouri
$347K +$49.3K +601 +17%
AFG
78
Albion Financial Group
Utah
$327K – – –
PAS
79
Partnervest Advisory Services
California
$314K -$116K -1,418 -27%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$313K +$237K +2,892 +321%
Creative Planning
81
Creative Planning
Kansas
$305K -$63.1K -769 -17%
HighTower Advisors
82
HighTower Advisors
Illinois
$303K +$14.3K +174 +5%
BHB
83
Bank Hapoalim BM
Israel
$299K -$11.1K -135 -4%
William Blair & Company
84
William Blair & Company
Illinois
$298K – – –
Mariner
85
Mariner
Kansas
$294K +$246 +3 +0.1%
Prospera Financial Services
86
Prospera Financial Services
Texas
$293K +$492 +6 +0.2%
SCM
87
SOL Capital Management
Maryland
$273K -$52.5K -640 -16%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$271K +$95.3K +1,162 +55%
LPT
89
Legacy Private Trust
Wisconsin
$270K +$269K +3,275 New
Wolverine Trading
90
Wolverine Trading
Illinois
$257K -$289K -3,518 -53%
Segall Bryant & Hamill
91
Segall Bryant & Hamill
Illinois
$252K -$69.7K -850 -22%
WIM
92
Westside Investment Management
California
$250K +$45.3K +552 +22%
NewEdge Advisors
93
NewEdge Advisors
Louisiana
$233K – – –
TCOV
94
Trust Company of Vermont
Vermont
$230K – – –
United Capital Financial Advisors
95
United Capital Financial Advisors
Texas
$225K – – –
LP
96
LGL Partners
Pennsylvania
$223K +$1.8K +22 +0.8%
FineMark National Bank & Trust
97
FineMark National Bank & Trust
Florida
$213K – – –
TSS
98
Two Sigma Securities
New York
$213K +$212K +2,578 New
MAI Capital Management
99
MAI Capital Management
Ohio
$211K – – –
FANJ
100
Financial Architects (New Jersey)
New Jersey
$172K – – –