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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
76
White Lighthouse Investment Management
Massachusetts
$356K +$349K +4,030 New
FAIM
77
Financial Advocates Investment Management
Washington
$351K +$343K +3,969 New
AFG
78
Albion Financial Group
Utah
$335K -$2.59K -30 -0.8%
Creative Planning
79
Creative Planning
Kansas
$314K +$20.1K +232 +7%
William Blair & Company
80
William Blair & Company
Illinois
$301K
LWS
81
Lucia Wealth Services
California
$295K +$289K +3,341 New
NA
82
NewEdge Advisors
Louisiana
$294K +$1.47K +17 +0.5%
SCM
83
SOL Capital Management
Maryland
$292K
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$289K -$90.3K -1,044 -24%
PAG
85
Private Advisor Group
New Jersey
$267K -$179K -2,070 -41%
Mariner
86
Mariner
Kansas
$264K
SBH
87
Segall Bryant & Hamill
Illinois
$259K
WIM
88
Westside Investment Management
California
$249K +$259 +3 +0.1%
LPT
89
Legacy Private Trust
Wisconsin
$246K -$50.3K -582 -17%
TCOV
90
Trust Company of Vermont
Vermont
$246K
LP
91
LGL Partners
Pennsylvania
$245K +$2.08K +24 +0.9%
FHB
92
First Hawaiian Bank
Hawaii
$239K +$234K +2,701 New
MML Investors Services
93
MML Investors Services
Massachusetts
$219K +$214K +2,480 New
MCM
94
MAI Capital Management
Ohio
$217K
Northern Trust
95
Northern Trust
Illinois
$213K -$178K -2,062 -46%
BHB
96
Bank Hapoalim BM
Israel
$204K -$60.2K -696 -23%
FANJ
97
Financial Architects (New Jersey)
New Jersey
$201K
AWA
98
Acorn Wealth Advisors
Michigan
$188K +$181K +2,092 New
FAAS
99
First Allied Advisory Services
California
$184K +$180K +2,083 New
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$127K +$124K +1,437 New