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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$239K +$240K +2,454 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$237K -$11.7K -120 -5%
Truist Financial
78
Truist Financial
North Carolina
$231K +$1.86K +19 +0.8%
KFI
79
Key Financial Inc
Pennsylvania
$229K -$4.31K -44 -2%
SFPG
80
Stonebridge Financial Planning Group
Florida
$214K -$19.6K -200 -8%
ARG
81
Advisory Resource Group
Oklahoma
$211K -$3.52K -36 -2%
Creative Planning
82
Creative Planning
Kansas
$208K +$210K +2,143 New
GFS
83
GYL Financial Synergies
Connecticut
$207K -$270K -2,763 -56%
BAM
84
Bellevue Asset Management
Washington
$206K -$18.3K -187 -8%
M&T Bank
85
M&T Bank
New York
$202K -$30.6K -313 -13%
JFA
86
JNBA Financial Advisors
Minnesota
$194K -$979 -10 -0.5%
Franklin Resources
87
Franklin Resources
California
$184K
RBC
88
Roble Belko & Company
Pennsylvania
$184K
Citigroup
89
Citigroup
New York
$162K +$98 +1 +0.1%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$152K +$98 +1 +0.1%
LWA
91
Lowe Wealth Advisors
Maryland
$151K
CTB
92
Country Trust Bank
Illinois
$147K
RDWM
93
Red Door Wealth Management
Tennessee
$147K +$149K +1,520 New
AF
94
Allworth Financial
California
$144K +$145K +1,481 New
MIM
95
MTM Investment Management
South Carolina
$139K
William Blair & Company
96
William Blair & Company
Illinois
$128K -$12.6K -129 -9%
HI
97
Harbour Investments
Wisconsin
$124K -$8.12K -83 -6%
HWA
98
Heritage Wealth Advisors
Virginia
$111K
HWMA
99
Heritage Wealth Management (Arizona)
Arizona
$103K +$104K +1,064 New
NFG
100
Next Financial Group
Texas
$101K -$1.76K -18 -2%