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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
$298K
PFS
77
Prospera Financial Services
Texas
$292K +$493 +6 +0.2%
William Blair & Company
78
William Blair & Company
Illinois
$280K -$14.4K -175 -5%
SCM
79
SOL Capital Management
Maryland
$272K
NA
80
NewEdge Advisors
Louisiana
$266K +$33.4K +407 +14%
UCFA
81
United Capital Financial Advisors
Texas
$263K +$38K +462 +17%
LPT
82
Legacy Private Trust
Wisconsin
$259K -$10.1K -123 -4%
Northern Trust
83
Northern Trust
Illinois
$256K +$256K +3,115 New
Mariner
84
Mariner
Kansas
$246K -$46.9K -571 -16%
SBH
85
Segall Bryant & Hamill
Illinois
$241K -$10.3K -125 -4%
WIM
86
Westside Investment Management
California
$237K -$12.2K -149 -5%
CWM
87
Concert Wealth Management
California
$232K -$905K -11,014 -80%
TCOV
88
Trust Company of Vermont
Vermont
$229K
LP
89
LGL Partners
Pennsylvania
$224K +$1.73K +21 +0.8%
TSS
90
Two Sigma Securities
New York
$215K +$3.04K +37 +1%
MCM
91
MAI Capital Management
Ohio
$210K
NPC
92
National Planning Corporation
California
$205K +$204K +2,486 New
FANJ
93
Financial Architects (New Jersey)
New Jersey
$171K
US Bancorp
94
US Bancorp
Minnesota
$134K +$109K +1,331 +444%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$128K -$730K -8,882 -85%
BTIS
96
BB&T Investment Services
North Carolina
$99K -$11K -134 -10%
CFA
97
Carroll Financial Associates
North Carolina
$95K
BWA
98
Burt Wealth Advisors
Maryland
$92K
SFSIG
99
San Francisco Sentry Investment Group
California
$88K +$88.3K +1,075 New
NFG
100
Next Financial Group
Texas
$87K