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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
76
Lowe Wealth Advisors
Maryland
$105K -$3.65K -39 -3%
GWMI
77
Guardian Wealth Management (Illinois)
Illinois
$105K -$8.05K -86 -7%
Harbour Investments
78
Harbour Investments
Wisconsin
$104K – – –
Bank of America
79
Bank of America
North Carolina
$91.5K – – –
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$89K – – –
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$80.1K – – –
UBS Group
82
UBS Group
Switzerland
$76.4K +$562 +6 +0.7%
Allworth Financial
83
Allworth Financial
California
$71.4K -$4.68K -50 -6%
Benjamin F. Edwards & Company
84
Benjamin F. Edwards & Company
Missouri
$67K +$656 +7 +0.9%
Franklin Resources
85
Franklin Resources
California
$65.8K – – –
AIA
86
Arcadia Investment Advisors
Idaho
$65.4K – – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$55.1K – – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$53.5K -$94 -1 -0.2%
SignatureFD
89
SignatureFD
Georgia
$43.9K – – –
ADL
90
Asset Dedication LLC
California
$34K +$3.56K +38 +11%
AFG
91
Albion Financial Group
Utah
$33.8K – – –
NSIM
92
North Star Investment Management
Illinois
$33.5K +$7.87K +84 +29%
SCA
93
Stonebridge Capital Advisors
Minnesota
$26.8K – – –
HF
94
Halpern Financial
Virginia
$26.7K – – –
GEA
95
Glen Eagle Advisors
New Jersey
$26.7K +$9.37K +100 +50%
JFA
96
JNBA Financial Advisors
Minnesota
$26.2K – – –
Steward Partners Investment Advisory
97
Steward Partners Investment Advisory
New York
$20.6K +$3.75K +40 +21%
AF
98
Advisornet Financial
Minnesota
$18.2K – – –
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$18.1K +$19K +203 New
AWM
100
Atticus Wealth Management
Florida
$17.8K – – –