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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
$339K -$3.24K -36 -0.9%
MCM
77
Mengis Capital Management
Oregon
$329K -$2.25K -25 -0.7%
FHB
78
First Hawaiian Bank
Hawaii
$328K
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$326K
WIM
80
Westside Investment Management
California
$280K +$19K +211 +7%
LP
81
LGL Partners
Pennsylvania
$257K +$2.52K +28 +1%
WLIM
82
White Lighthouse Investment Management
Massachusetts
$253K -$62.9K -700 -20%
TCOV
83
Trust Company of Vermont
Vermont
$252K
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$248K -$28.4K -316 -10%
Mariner
85
Mariner
Kansas
$246K
GT
86
Glenview Trust
Kentucky
$229K
MCM
87
MAI Capital Management
Ohio
$222K
HWA
88
HCR Wealth Advisors
California
$219K -$117K -1,300 -34%
AAS
89
Annex Advisory Services
Wisconsin
$202K -$45.9K -511 -19%
SWP
90
Stratos Wealth Partners
Ohio
$182K +$180K +2,008 New
FANJ
91
Financial Architects (New Jersey)
New Jersey
$165K -$42.7K -475 -21%
JP Morgan Chase
92
JP Morgan Chase
New York
$143K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$112K +$112K +1,244 New
BWA
94
Burt Wealth Advisors
Maryland
$102K
CFA
95
Carroll Financial Associates
North Carolina
$96K +$2.25K +25 +2%
GWS
96
Glassman Wealth Services
Virginia
$90K
SWM
97
SeaCrest Wealth Management
New York
$90K
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$81K -$16.9K -188 -17%
SFM
99
Signet Financial Management
New Jersey
$81K
NL
100
NVWM LLC
Pennsylvania
$74K