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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$302K +$315K +3,569 New
Bank of New York Mellon
77
Bank of New York Mellon
New York
$297K -$208K -2,357 -40%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$294K +$19.1K +216 +7%
William Blair & Company
79
William Blair & Company
Illinois
$287K
NA
80
NewEdge Advisors
Louisiana
$264K -$5.03K -57 -2%
Chevy Chase Trust
81
Chevy Chase Trust
Maryland
$246K -$108K -1,222 -30%
LP
82
LGL Partners
Pennsylvania
$236K +$1.77K +20 +0.7%
WIM
83
Westside Investment Management
California
$236K +$9.1K +103 +4%
TCOV
84
Trust Company of Vermont
Vermont
$235K
Mariner
85
Mariner
Kansas
$230K -$23.6K -267 -9%
MML Investors Services
86
MML Investors Services
Massachusetts
$218K +$8.92K +101 +4%
GT
87
Glenview Trust
Kentucky
$214K +$223K +2,530 New
MCM
88
MAI Capital Management
Ohio
$207K
FAAS
89
First Allied Advisory Services
California
$206K +$32.7K +370 +18%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$180K -$13.2K -150 -7%
CCA
91
Clearwater Capital Advisors
Illinois
$158K +$166K +1,874 New
AWA
92
Acorn Wealth Advisors
Michigan
$146K -$35.4K -401 -19%
JP Morgan Chase
93
JP Morgan Chase
New York
$134K -$698K -7,908 -83%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$122K +$88 +1 +0.1%
SWP
95
Stratos Wealth Partners
Ohio
$106K +$35.4K +401 +47%
BWA
96
Burt Wealth Advisors
Maryland
$95K
SFSIG
97
San Francisco Sentry Investment Group
California
$91K
CFA
98
Carroll Financial Associates
North Carolina
$88K
GWS
99
Glassman Wealth Services
Virginia
$85K
SWM
100
SeaCrest Wealth Management
New York
$85K