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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Cladis Investment Advisory
Montana
$223K +$212K +2,000 New
MCM
77
Mengis Capital Management
Oregon
$219K +$208K +1,970 New
WB
78
WesBanco Bank
West Virginia
$219K +$208K +1,969 New
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$211K -$460K -4,353 -70%
BJL
80
Brighton Jones LLC
Washington
$205K +$195K +1,842 New
AFO
81
Arrowroot Family Office
California
$201K +$191K +1,805 New
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$152K
BAM
83
Bellevue Asset Management
Washington
$152K
HI
84
Harbour Investments
Wisconsin
$130K
CA
85
Clearstead Advisors
Ohio
$108K
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$100K
UBS Group
87
UBS Group
Switzerland
$98.2K -$23.2K -219 -20%
LWA
88
Lowe Wealth Advisors
Maryland
$96.1K
IBOK
89
Independence Bank of Kentucky
Kentucky
$86.3K
Franklin Resources
90
Franklin Resources
California
$82.8K
GWMI
91
Guardian Wealth Management (Illinois)
Illinois
$82.6K -$1.48K -14 -2%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$78.5K -$31K -293 -29%
AIA
93
Arcadia Investment Advisors
Idaho
$71.6K -$9.73K -92 -13%
AF
94
Allworth Financial
California
$70K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$66.9K -$212 -2 -0.3%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$65K +$28.1K +266 +83%
BA
97
Bristlecone Advisors
Washington
$58.9K +$56K +529 New
S
98
SignatureFD
Georgia
$55K
1IA
99
1620 Investment Advisors
Massachusetts
$52.9K
Bank of America
100
Bank of America
North Carolina
$52.5K -$9.31K -88 -16%