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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
P
76
&Partners
Tennessee
$235K
SWM
77
Sculati Wealth Management
Michigan
$232K
MCM
78
Mengis Capital Management
Oregon
$229K -$31.6K -325 -12%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$229K
Truist Financial
80
Truist Financial
North Carolina
$225K +$1.85K +19 +0.8%
KFI
81
Key Financial Inc
Pennsylvania
$222K +$97 +1 +0%
ARG
82
Advisory Resource Group
Oklahoma
$204K
SFPG
83
Stonebridge Financial Planning Group
Florida
$194K -$19.4K -200 -9%
BAM
84
Bellevue Asset Management
Washington
$193K -$7.19K -74 -3%
JFA
85
JNBA Financial Advisors
Minnesota
$187K
Franklin Resources
86
Franklin Resources
California
$178K
RBC
87
Roble Belko & Company
Pennsylvania
$178K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$145K -$3.01K -31 -2%
LWA
89
Lowe Wealth Advisors
Maryland
$140K -$5.63K -58 -4%
AF
90
Allworth Financial
California
$139K
MIM
91
MTM Investment Management
South Carolina
$134K
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$125K +$32.3K +333 +33%
William Blair & Company
93
William Blair & Company
Illinois
$124K
CTB
94
Country Trust Bank
Illinois
$123K -$19.4K -200 -13%
HI
95
Harbour Investments
Wisconsin
$120K +$97 +1 +0.1%
HWA
96
Heritage Wealth Advisors
Virginia
$108K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$102K +$38.5K +396 +62%
NFG
98
Next Financial Group
Texas
$98K +$1.07K +11 +1%
HWMA
99
Heritage Wealth Management (Arizona)
Arizona
$92K -$8.06K -83 -8%
CFGS
100
Concourse Financial Group Securities
Alabama
$87K