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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$225K -$7.87K -81 -4%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$224K
William Blair & Company
78
William Blair & Company
Illinois
$224K
SC
79
SouthState Corp
Florida
$216K
SWA
80
Sax Wealth Advisors
New Jersey
$209K +$200K +2,057 New
AAM
81
Augustine Asset Management
Florida
$207K -$15.9K -164 -7%
CIA
82
Cladis Investment Advisory
Montana
$204K +$194K +2,000 New
WB
83
WesBanco Bank
West Virginia
$200K +$191K +1,969 New
BAM
84
Bellevue Asset Management
Washington
$139K
HI
85
Harbour Investments
Wisconsin
$119K
LWA
86
Lowe Wealth Advisors
Maryland
$110K -$9.71K -100 -8%
UBS Group
87
UBS Group
Switzerland
$98.9K -$71.9K -740 -43%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$91.6K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$84.5K -$4.27K -44 -5%
IBOK
90
Independence Bank of Kentucky
Kentucky
$78.9K +$75.3K +775 New
GWMI
91
Guardian Wealth Management (Illinois)
Illinois
$77K -$4.66K -48 -6%
Franklin Resources
92
Franklin Resources
California
$75.3K
AIA
93
Arcadia Investment Advisors
Idaho
$74.8K
AF
94
Allworth Financial
California
$67.6K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$61.2K
Bank of America
96
Bank of America
North Carolina
$57K
S
97
SignatureFD
Georgia
$50.3K
AFG
98
Albion Financial Group
Utah
$38.7K
NSIM
99
North Star Investment Management
Illinois
$38.3K
PIS
100
POM Investment Strategies
North Carolina
$34.6K