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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$280K +$106K +1,280 +42%
P
77
&Partners
Tennessee
$270K -$8.3K -100 -2%
OIA
78
OneDigital Investment Advisors
Kansas
$258K
LFAS
79
Level Four Advisory Services
Texas
$247K
RJT
80
Raymond James Trust
Florida
$244K -$31.4K -378 -9%
MCM
81
Mengis Capital Management
Oregon
$231K
EW
82
Element Wealth
Mississippi
$230K -$12K -145 -4%
PFS
83
Prospera Financial Services
Texas
$224K +$581 +7 +0.2%
BAM
84
Bellevue Asset Management
Washington
$216K -$13.4K -161 -5%
HighTower Advisors
85
HighTower Advisors
Illinois
$211K -$22.6K -272 -8%
JFA
86
JNBA Financial Advisors
Minnesota
$207K -$286K -3,449 -52%
FAIM
87
Financial Advocates Investment Management
Washington
$204K -$13.3K -160 -5%
PAG
88
Private Advisor Group
New Jersey
$200K +$74.5K +898 +41%
TCOV
89
Trust Company of Vermont
Vermont
$180K
Citigroup
90
Citigroup
New York
$179K -$219K -2,638 -49%
IA
91
IFP Advisors
Florida
$171K -$8.3K -100 -4%
KFI
92
Key Financial Inc
Pennsylvania
$159K +$166 +2 +0.1%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$157K
AIC
94
Ameritas Investment Company
Nebraska
$110K +$830 +10 +0.6%
JP Morgan Chase
95
JP Morgan Chase
New York
$102K -$26.1K -314 -17%
RBC
96
Roble Belko & Company
Pennsylvania
$100K +$129K +1,550 New
RDWM
97
Red Door Wealth Management
Tennessee
$98K +$126K +1,520 New
NFG
98
Next Financial Group
Texas
$78K -$7.88K -95 -7%
HWA
99
Heritage Wealth Advisors
Virginia
$74K
BWA
100
Burt Wealth Advisors
Maryland
$73K