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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Sculati Wealth Management
Michigan
$218K +$214K +2,377 New
JP Morgan Chase
77
JP Morgan Chase
New York
$200K +$49.2K +546 +33%
KFI
78
Key Financial Inc
Pennsylvania
$193K
UBS Group
79
UBS Group
Switzerland
$185K +$19.6K +217 +12%
Franklin Resources
80
Franklin Resources
California
$174K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$161K
GWMI
82
Guardian Wealth Management (Illinois)
Illinois
$154K +$360 +4 +0.2%
BAM
83
Bellevue Asset Management
Washington
$140K -$14.3K -159 -9%
LWA
84
Lowe Wealth Advisors
Maryland
$137K
HWMA
85
Heritage Wealth Management (Arizona)
Arizona
$134K +$66K +732 +100%
AF
86
Allworth Financial
California
$133K -$6.22K -69 -5%
PA
87
Parallel Advisors
California
$111K +$90 +1 +0.1%
HI
88
Harbour Investments
Wisconsin
$107K
HWA
89
Heritage Wealth Advisors
Virginia
$105K
MIM
90
MTM Investment Management
South Carolina
$103K
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$99.3K +$90 +1 +0.1%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$91.8K +$90.1K +1,000 New
SBL
93
Sargent Bickham Lagudis
Colorado
$88.8K +$2.43K +27 +3%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$88.1K -$3.6K -40 -4%
RBC
95
Roble Belko & Company
Pennsylvania
$71K
BFEC
96
Benjamin F. Edwards & Company
Missouri
$68K +$451 +5 +0.7%
AIA
97
Arcadia Investment Advisors
Idaho
$67.5K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$55.2K
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$53.6K -$3.69K -41 -7%
S
100
SignatureFD
Georgia
$45.3K