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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Mengis Capital Management
Oregon
$210K – – –
UBS Group
77
UBS Group
Switzerland
$158K +$66.5K +600 +68%
BAM
78
Bellevue Asset Management
Washington
$145K – – –
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$145K – – –
Harbour Investments
80
Harbour Investments
Wisconsin
$125K – – –
PWMA
81
Pension & Wealth Management Advisors
Massachusetts
$107K +$111K +1,000 New
Clearstead Advisors
82
Clearstead Advisors
Ohio
$104K – – –
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$95.9K – – –
Bank of America
84
Bank of America
North Carolina
$83.8K +$34.9K +315 +67%
IBOK
85
Independence Bank of Kentucky
Kentucky
$82.6K – – –
GWMI
86
Guardian Wealth Management (Illinois)
Illinois
$79K – – –
Franklin Resources
87
Franklin Resources
California
$78.8K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$75.3K – – –
AIA
89
Arcadia Investment Advisors
Idaho
$68.5K – – –
LWA
90
Lowe Wealth Advisors
Maryland
$68.3K -$24.6K -222 -26%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$64.1K +$111 +1 +0.2%
Jones Financial Companies
92
Jones Financial Companies
Missouri
$62.5K +$222 +2 +0.3%
OP
93
ORG Partners
Indiana
$58.6K +$60.9K +550 New
BA
94
Bristlecone Advisors
Washington
$56.4K – – –
SignatureFD
95
SignatureFD
Georgia
$52.6K – – –
JP Morgan Chase
96
JP Morgan Chase
New York
$52.2K -$443K -3,999 -89%
1IA
97
1620 Investment Advisors
Massachusetts
$50.6K – – –
Steward Partners Investment Advisory
98
Steward Partners Investment Advisory
New York
$48.6K – – –
AFG
99
Albion Financial Group
Utah
$40.5K – – –
NSIM
100
North Star Investment Management
Illinois
$40.1K – – –