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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$406K
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$402K
HWA
78
HCR Wealth Advisors
California
$398K +$387K +4,650 New
RJT
79
Raymond James Trust
Florida
$388K -$4.91K -59 -1%
P
80
&Partners
Tennessee
$387K -$66.6K -800 -15%
SFS
81
Sowell Financial Services
Arkansas
$383K -$6.24K -75 -2%
HighTower Advisors
82
HighTower Advisors
Illinois
$368K -$23K -276 -6%
TRCT
83
Tower Research Capital (TRC)
New York
$352K +$343K +4,118 New
OIA
84
OneDigital Investment Advisors
Kansas
$342K
FAIM
85
Financial Advocates Investment Management
Washington
$340K +$1.58K +19 +0.5%
LFAS
86
Level Four Advisory Services
Texas
$328K
AFG
87
Albion Financial Group
Utah
$321K
MCM
88
Mengis Capital Management
Oregon
$306K
PFS
89
Prospera Financial Services
Texas
$299K -$94.4K -1,134 -25%
ZB
90
Zions Bancorporation
Utah
$283K +$275K +3,310 New
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$261K
LP
92
LGL Partners
Pennsylvania
$247K +$1.33K +16 +0.6%
TCOV
93
Trust Company of Vermont
Vermont
$238K
Mariner
94
Mariner
Kansas
$233K -$16.6K -200 -7%
Creative Planning
95
Creative Planning
Kansas
$222K +$216K +2,598 New
JP Morgan Chase
96
JP Morgan Chase
New York
$221K +$83.6K +1,005 +64%
GT
97
Glenview Trust
Kentucky
$216K +$211K +2,530 New
CF
98
Centaurus Financial
California
$211K -$294K -3,537 -59%
MCM
99
MAI Capital Management
Ohio
$209K +$204K +2,450 New
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$135K +$30K +361 +30%