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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
$441K -$89 -1 -0%
GLLW
77
Graves Light Lenhart Wealth
Virginia
$441K
BF
78
Blankinship & Foster
California
$433K -$222K -2,487 -35%
HWA
79
HCR Wealth Advisors
California
$430K +$415K +4,650 New
TRCT
80
Tower Research Capital (TRC)
New York
$427K +$28.9K +324 +8%
JWS
81
Juncture Wealth Strategies
Arizona
$412K -$100K -1,126 -20%
SPC
82
Sigma Planning Corp
Michigan
$396K -$12K -134 -3%
P
83
&Partners
Tennessee
$396K
RJT
84
Raymond James Trust
Florida
$385K -$33.7K -378 -8%
OIA
85
OneDigital Investment Advisors
Kansas
$370K
LFAS
86
Level Four Advisory Services
Texas
$354K
MCM
87
MAI Capital Management
Ohio
$346K
EW
88
Element Wealth
Mississippi
$342K +$330K +3,702 New
MCM
89
Mengis Capital Management
Oregon
$331K
HighTower Advisors
90
HighTower Advisors
Illinois
$326K -$27.2K -305 -8%
PFS
91
Prospera Financial Services
Texas
$320K +$625 +7 +0.2%
FAIM
92
Financial Advocates Investment Management
Washington
$306K +$4.1K +46 +1%
MML Investors Services
93
MML Investors Services
Massachusetts
$305K -$8.83K -99 -3%
BAM
94
Bellevue Asset Management
Washington
$296K +$286K +3,205 New
Creative Planning
95
Creative Planning
Kansas
$282K +$89 +1 +0%
LP
96
LGL Partners
Pennsylvania
$276K +$2.59K +29 +1%
TCOV
97
Trust Company of Vermont
Vermont
$258K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$250K +$714 +8 +0.3%
IA
99
IFP Advisors
Florida
$249K
GT
100
Glenview Trust
Kentucky
$234K