We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$258K -$213K -2,181 -46%
HighTower Advisors
77
HighTower Advisors
Illinois
$253K
P
78
&Partners
Tennessee
$253K
MML Investors Services
79
MML Investors Services
Massachusetts
$252K -$531K -5,448 -69%
William Blair & Company
80
William Blair & Company
Illinois
$252K +$114K +1,168 +88%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$246K
KFI
82
Key Financial Inc
Pennsylvania
$239K +$98 +1 +0%
AR
83
Apeiron RIA
Texas
$228K +$220K +2,261 New
MCM
84
Mengis Capital Management
Oregon
$218K -$27.3K -280 -11%
ARG
85
Advisory Resource Group
Oklahoma
$214K +$98 +1 +0%
M&T Bank
86
M&T Bank
New York
$210K +$203K +2,077 New
SWA
87
Sax Wealth Advisors
New Jersey
$208K +$200K +2,052 New
Creative Planning
88
Creative Planning
Kansas
$207K +$199K +2,042 New
GFS
89
GYL Financial Synergies
Connecticut
$206K -$58.5K -600 -23%
BAM
90
Bellevue Asset Management
Washington
$204K -$2.05K -21 -1%
AWM
91
AE Wealth Management
Kansas
$203K +$196K +2,007 New
CIA
92
Cladis Investment Advisory
Montana
$202K +$195K +2,000 New
Franklin Resources
93
Franklin Resources
California
$191K
RBC
94
Roble Belko & Company
Pennsylvania
$191K
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$185K +$48.7K +499 +37%
JFA
96
JNBA Financial Advisors
Minnesota
$181K -$20.1K -206 -10%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$171K +$136K +1,393 +474%
GWMI
98
Guardian Wealth Management (Illinois)
Illinois
$169K +$162K +1,666 New
SFPG
99
Stonebridge Financial Planning Group
Florida
$166K -$27.3K -280 -14%
AF
100
Allworth Financial
California
$163K +$12.7K +130 +9%