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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$204K +$43.6K +469 +27%
MCM
77
Mengis Capital Management
Oregon
$201K -$26.7K -287 -12%
HighTower Advisors
78
HighTower Advisors
Illinois
$200K -$68.3K -734 -25%
UBS Group
79
UBS Group
Switzerland
$147K -$37.6K -404 -20%
AF
80
Allworth Financial
California
$132K
BAM
81
Bellevue Asset Management
Washington
$131K -$9.31K -100 -7%
GWMI
82
Guardian Wealth Management (Illinois)
Illinois
$128K -$26.1K -281 -17%
LWA
83
Lowe Wealth Advisors
Maryland
$112K -$25.1K -270 -18%
HI
84
Harbour Investments
Wisconsin
$107K
HWA
85
Heritage Wealth Advisors
Virginia
$105K
MIM
86
MTM Investment Management
South Carolina
$103K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$97.4K -$1.86K -20 -2%
Bank of America
88
Bank of America
North Carolina
$94.2K +$52.1K +560 +120%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$88K
NA
90
NewEdge Advisors
Louisiana
$85.8K -$16.4K -176 -16%
RBC
91
Roble Belko & Company
Pennsylvania
$70K
BFEC
92
Benjamin F. Edwards & Company
Missouri
$68K +$372 +4 +0.5%
Franklin Resources
93
Franklin Resources
California
$67.8K -$107K -1,150 -61%
AIA
94
Arcadia Investment Advisors
Idaho
$67.4K
JP Morgan Chase
95
JP Morgan Chase
New York
$58.9K -$143K -1,542 -71%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$55.1K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$54.8K
S
98
SignatureFD
Georgia
$45.3K
AFG
99
Albion Financial Group
Utah
$34.8K -$2.79K -30 -7%
ADL
100
Asset Dedication LLC
California
$32K