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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
76
Key Financial Inc
Pennsylvania
$193K +$91 +1 +0%
Franklin Resources
77
Franklin Resources
California
$154K
UBS Group
78
UBS Group
Switzerland
$146K -$20.6K -226 -11%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$143K
BAM
80
Bellevue Asset Management
Washington
$141K -$2.38K -26 -2%
GWMI
81
Guardian Wealth Management (Illinois)
Illinois
$136K -$183 -2 -0.1%
JP Morgan Chase
82
JP Morgan Chase
New York
$134K -$51.8K -567 -26%
AF
83
Allworth Financial
California
$124K -$1K -11 -0.7%
LWA
84
Lowe Wealth Advisors
Maryland
$122K
HI
85
Harbour Investments
Wisconsin
$104K
PA
86
Parallel Advisors
California
$99K -$17.2K -188 -13%
HWA
87
Heritage Wealth Advisors
Virginia
$93.5K
MIM
88
MTM Investment Management
South Carolina
$92K
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$88K +$91 +1 +0.1%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$82K
SBL
91
Sargent Bickham Lagudis
Colorado
$77K +$548 +6 +0.6%
CFGS
92
Concourse Financial Group Securities
Alabama
$76K
TAM
93
Townsend Asset Management
North Carolina
$64K +$183 +2 +0.3%
RBC
94
Roble Belko & Company
Pennsylvania
$63K -$103K -1,125 -59%
HWMA
95
Heritage Wealth Management (Arizona)
Arizona
$60K -$1.37K -15 -2%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$60K +$457 +5 +0.7%
AIA
97
Arcadia Investment Advisors
Idaho
$60K
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$55K +$3.75K +41 +7%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$49K -$1.1K -12 -2%
S
100
SignatureFD
Georgia
$40K