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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$246K
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$241K
AWM
78
AE Wealth Management
Kansas
$235K +$36.4K +369 +18%
KFI
79
Key Financial Inc
Pennsylvania
$234K
AR
80
Apeiron RIA
Texas
$225K
MCM
81
Mengis Capital Management
Oregon
$213K
JP Morgan Chase
82
JP Morgan Chase
New York
$206K -$69K -700 -25%
M&T Bank
83
M&T Bank
New York
$206K
SWA
84
Sax Wealth Advisors
New Jersey
$204K +$493 +5 +0.2%
Creative Planning
85
Creative Planning
Kansas
$202K
GFS
86
GYL Financial Synergies
Connecticut
$202K +$99 +1 +0%
ARG
87
Advisory Resource Group
Oklahoma
$201K -$13.5K -137 -6%
BAM
88
Bellevue Asset Management
Washington
$197K -$5.12K -52 -3%
Franklin Resources
89
Franklin Resources
California
$187K
GWMI
90
Guardian Wealth Management (Illinois)
Illinois
$165K +$197 +2 +0.1%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$157K -$24.1K -245 -13%
AF
92
Allworth Financial
California
$151K -$8.47K -86 -5%
LWA
93
Lowe Wealth Advisors
Maryland
$148K
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$147K +$99 +1 +0.1%
HWA
95
Heritage Wealth Advisors
Virginia
$113K
MIM
96
MTM Investment Management
South Carolina
$112K
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$99K -$67.7K -687 -41%
CTB
98
Country Trust Bank
Illinois
$93K -$36.5K -370 -28%
CFGS
99
Concourse Financial Group Securities
Alabama
$92K
SBL
100
Sargent Bickham Lagudis
Colorado
$92K