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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
76
Stonebridge Financial Planning Group
Florida
$227K -$8.87K -100 -4%
KFI
77
Key Financial Inc
Pennsylvania
$227K
M&T Bank
78
M&T Bank
New York
$226K
Truist Financial
79
Truist Financial
North Carolina
$223K +$209K +2,360 New
BAM
80
Bellevue Asset Management
Washington
$217K -$3.73K -42 -2%
SHGA
81
Sand Hill Global Advisors
California
$210K -$104K -1,172 -34%
ARG
82
Advisory Resource Group
Oklahoma
$208K +$195K +2,201 New
SPC
83
Sigma Planning Corp
Michigan
$203K +$191K +2,152 New
TRCT
84
Tower Research Capital (TRC)
New York
$195K -$264K -2,975 -59%
JFA
85
JNBA Financial Advisors
Minnesota
$189K -$12.1K -136 -6%
RBC
86
Roble Belko & Company
Pennsylvania
$179K +$22.7K +256 +16%
Franklin Resources
87
Franklin Resources
California
$178K
Citigroup
88
Citigroup
New York
$157K -$23.8K -268 -14%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$148K
LWA
90
Lowe Wealth Advisors
Maryland
$146K -$23.8K -268 -15%
CTB
91
Country Trust Bank
Illinois
$142K
William Blair & Company
92
William Blair & Company
Illinois
$137K -$310K -3,490 -71%
MIM
93
MTM Investment Management
South Carolina
$135K
HI
94
Harbour Investments
Wisconsin
$128K +$121K +1,359 New
HWA
95
Heritage Wealth Advisors
Virginia
$108K
NFG
96
Next Financial Group
Texas
$99K +$1.06K +12 +1%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$94K
SBL
98
Sargent Bickham Lagudis
Colorado
$88K
CFGS
99
Concourse Financial Group Securities
Alabama
$87K -$4.43K -50 -5%
S
100
SignatureFD
Georgia
$80K +$266 +3 +0.4%