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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$239K +$4.74K +59 +2%
EW
77
Element Wealth
Mississippi
$229K -$66.5K -827 -23%
LP
78
LGL Partners
Pennsylvania
$221K +$213K +2,644 New
SDH
79
Sloy Dahl & Holst
Washington
$218K +$189K +2,353 New
SFPG
80
Stonebridge Financial Planning Group
Florida
$208K -$56.3K -700 -22%
SWM
81
Sculati Wealth Management
Michigan
$206K +$198K +2,462 New
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$204K
BAM
83
Bellevue Asset Management
Washington
$202K -$26.8K -334 -12%
M&T Bank
84
M&T Bank
New York
$201K +$192K +2,390 New
KFI
85
Key Financial Inc
Pennsylvania
$201K +$193K +2,403 New
JP Morgan Chase
86
JP Morgan Chase
New York
$191K
JFA
87
JNBA Financial Advisors
Minnesota
$179K
Citigroup
88
Citigroup
New York
$161K -$19K -237 -11%
Franklin Resources
89
Franklin Resources
California
$158K
LWA
90
Lowe Wealth Advisors
Maryland
$152K
RBC
91
Roble Belko & Company
Pennsylvania
$137K +$69.8K +869 +113%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$131K +$161 +2 +0.1%
CTB
93
Country Trust Bank
Illinois
$126K
MIM
94
MTM Investment Management
South Carolina
$120K +$115K +1,431 New
HWA
95
Heritage Wealth Advisors
Virginia
$96K
BWA
96
Burt Wealth Advisors
Maryland
$94K
NFG
97
Next Financial Group
Texas
$87K +$80 +1 +0.1%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$83K
CFGS
99
Concourse Financial Group Securities
Alabama
$82K +$16.1K +200 +26%
SBL
100
Sargent Bickham Lagudis
Colorado
$78K +$74.7K +929 New