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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FHB
76
First Hawaiian Bank
Hawaii
$315K
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$314K +$11.1K +129 +4%
WLIM
78
White Lighthouse Investment Management
Massachusetts
$304K -$43.1K -500 -13%
Chevy Chase Trust
79
Chevy Chase Trust
Maryland
$266K +$12.4K +144 +5%
WIM
80
Westside Investment Management
California
$248K +$345 +4 +0.1%
LP
81
LGL Partners
Pennsylvania
$245K +$1.98K +23 +0.8%
TCOV
82
Trust Company of Vermont
Vermont
$242K
AAS
83
Annex Advisory Services
Wisconsin
$239K -$134K -1,550 -36%
Mariner
84
Mariner
Kansas
$237K
PAG
85
Private Advisor Group
New Jersey
$231K +$231K +2,675 New
MML Investors Services
86
MML Investors Services
Massachusetts
$225K +$1.21K +14 +0.5%
GT
87
Glenview Trust
Kentucky
$220K
MCM
88
MAI Capital Management
Ohio
$213K
Bank of New York Mellon
89
Bank of New York Mellon
New York
$211K -$92K -1,067 -30%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$200K +$15.1K +175 +8%
TC
91
Trilogy Capital
California
$200K +$198K +2,303 New
AWA
92
Acorn Wealth Advisors
Michigan
$147K +$862 +10 +0.6%
JP Morgan Chase
93
JP Morgan Chase
New York
$137K
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$125K
BWA
95
Burt Wealth Advisors
Maryland
$98K
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$95K +$16.2K +188 +21%
CFA
97
Carroll Financial Associates
North Carolina
$90K
GWS
98
Glassman Wealth Services
Virginia
$87K
SWM
99
SeaCrest Wealth Management
New York
$87K
SFM
100
Signet Financial Management
New Jersey
$78K