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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Albion Financial Group
Utah
$322K
PFS
77
Prospera Financial Services
Texas
$300K +$497 +6 +0.2%
William Blair & Company
78
William Blair & Company
Illinois
$287K
LPT
79
Legacy Private Trust
Wisconsin
$284K +$17.8K +215 +7%
Creative Planning
80
Creative Planning
Kansas
$280K -$34.8K -420 -11%
SCM
81
SOL Capital Management
Maryland
$279K
NA
82
NewEdge Advisors
Louisiana
$277K -$166 -2 -0.1%
UCFA
83
United Capital Financial Advisors
Texas
$269K
BHB
84
Bank Hapoalim BM
Israel
$253K -$50.9K -615 -17%
Mariner
85
Mariner
Kansas
$252K
SBH
86
Segall Bryant & Hamill
Illinois
$247K
TCOV
87
Trust Company of Vermont
Vermont
$235K
WIM
88
Westside Investment Management
California
$235K -$11.7K -141 -5%
LP
89
LGL Partners
Pennsylvania
$232K +$1.99K +24 +0.9%
MCM
90
MAI Capital Management
Ohio
$207K -$8.44K -102 -4%
FANJ
91
Financial Architects (New Jersey)
New Jersey
$192K +$16.2K +196 +9%
US Bancorp
92
US Bancorp
Minnesota
$138K
BTIS
93
BB&T Investment Services
North Carolina
$100K -$1.41K -17 -1%
CFA
94
Carroll Financial Associates
North Carolina
$95K -$4.14K -50 -4%
BWA
95
Burt Wealth Advisors
Maryland
$95K
SFSIG
96
San Francisco Sentry Investment Group
California
$91K
NFG
97
Next Financial Group
Texas
$80K -$9.93K -120 -11%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$76K
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$76K
LWM
100
Lenox Wealth Management
Ohio
$72K