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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EW
76
Element Wealth
Mississippi
$225K -$7.25K -66 -3%
KFI
77
Key Financial Inc
Pennsylvania
$224K -$23.7K -216 -10%
CIA
78
Cladis Investment Advisory
Montana
$220K
MCM
79
Mengis Capital Management
Oregon
$216K
BJL
80
Brighton Jones LLC
Washington
$203K +$203K +1,848 New
BAM
81
Bellevue Asset Management
Washington
$150K
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$133K
HI
83
Harbour Investments
Wisconsin
$128K
PWMA
84
Pension & Wealth Management Advisors
Massachusetts
$110K
CA
85
Clearstead Advisors
Ohio
$107K
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$98.8K
UBS Group
87
UBS Group
Switzerland
$96.6K -$66.1K -602 -41%
IBOK
88
Independence Bank of Kentucky
Kentucky
$85.1K
Franklin Resources
89
Franklin Resources
California
$81.3K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$74.9K -$2.75K -25 -4%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$73.7K +$9.77K +89 +15%
AIA
92
Arcadia Investment Advisors
Idaho
$70.6K
LWA
93
Lowe Wealth Advisors
Maryland
$70.4K
Fidelity Investments
94
Fidelity Investments
Massachusetts
$66K -$110 -1 -0.2%
OP
95
ORG Partners
Indiana
$60.4K
BA
96
Bristlecone Advisors
Washington
$58.1K
GWMI
97
Guardian Wealth Management (Illinois)
Illinois
$54.4K -$27.1K -247 -33%
S
98
SignatureFD
Georgia
$54.2K
JP Morgan Chase
99
JP Morgan Chase
New York
$53.8K
1IA
100
1620 Investment Advisors
Massachusetts
$52.2K