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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$212K -$9.38K -99 -4%
KFI
77
Key Financial Inc
Pennsylvania
$212K +$190 +2 +0.1%
SWM
78
Sculati Wealth Management
Michigan
$211K -$96.7K -1,020 -30%
AWM
79
AE Wealth Management
Kansas
$203K -$8.05K -85 -4%
JP Morgan Chase
80
JP Morgan Chase
New York
$196K +$11.9K +126 +6%
UBS Group
81
UBS Group
Switzerland
$179K -$79K -834 -29%
RBC
82
Roble Belko & Company
Pennsylvania
$168K -$179K -1,893 -50%
Franklin Resources
83
Franklin Resources
California
$168K
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$156K +$16.2K +171 +11%
BAM
85
Bellevue Asset Management
Washington
$153K -$24.1K -254 -13%
GWMI
86
Guardian Wealth Management (Illinois)
Illinois
$148K +$379 +4 +0.2%
AF
87
Allworth Financial
California
$135K
LWA
88
Lowe Wealth Advisors
Maryland
$132K
PA
89
Parallel Advisors
California
$124K +$133K +1,399 New
HI
90
Harbour Investments
Wisconsin
$104K +$111K +1,170 New
HWA
91
Heritage Wealth Advisors
Virginia
$102K
MIM
92
MTM Investment Management
South Carolina
$101K
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$96K -$37.9K -400 -27%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$89K
SBL
95
Sargent Bickham Lagudis
Colorado
$83K +$474 +5 +0.5%
CFGS
96
Concourse Financial Group Securities
Alabama
$82K
TAM
97
Townsend Asset Management
North Carolina
$69K +$95 +1 +0.1%
HWMA
98
Heritage Wealth Management (Arizona)
Arizona
$66.3K -$13.6K -143 -16%
AIA
99
Arcadia Investment Advisors
Idaho
$65.2K
BFEC
100
Benjamin F. Edwards & Company
Missouri
$65K +$284 +3 +0.4%