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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
GWMI
76
Guardian Wealth Management (Illinois)
Illinois
$118K -$11.9K -131 -9%
LWA
77
Lowe Wealth Advisors
Maryland
$114K – – –
Harbour Investments
78
Harbour Investments
Wisconsin
$109K – – –
Heritage Wealth Advisors
79
Heritage Wealth Advisors
Virginia
$107K – – –
MIM
80
MTM Investment Management
South Carolina
$105K – – –
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$99.4K +$91 +1 +0.1%
Bank of America
82
Bank of America
North Carolina
$96.2K – – –
GJIA
83
Glass Jacobson Investment Advisors
Maryland
$93.5K +$91.1K +1,000 New
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$84.2K -$140K -1,536 -63%
UBS Group
85
UBS Group
Switzerland
$79.8K -$68.9K -756 -47%
Allworth Financial
86
Allworth Financial
California
$79.8K -$53.9K -592 -41%
Benjamin F. Edwards & Company
87
Benjamin F. Edwards & Company
Missouri
$70K +$364 +4 +0.5%
Franklin Resources
88
Franklin Resources
California
$69.2K – – –
AIA
89
Arcadia Investment Advisors
Idaho
$68.8K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$56.3K +$91 +1 +0.2%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$54.3K – – –
SignatureFD
92
SignatureFD
Georgia
$46.2K – – –
AFG
93
Albion Financial Group
Utah
$35.5K – – –
ADL
94
Asset Dedication LLC
California
$33K – – –
IGWM
95
ICA Group Wealth Management
Colorado
$30.4K – – –
SCA
96
Stonebridge Capital Advisors
Minnesota
$28.1K – – –
HF
97
Halpern Financial
Virginia
$28.1K – – –
JFA
98
JNBA Financial Advisors
Minnesota
$27.6K – – –
NSIM
99
North Star Investment Management
Illinois
$27.3K – – –
Parallel Advisors
100
Parallel Advisors
California
$20.1K +$91 +1 +0.5%