We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
76
William Blair & Company
Illinois
$238K
SWA
77
Sax Wealth Advisors
New Jersey
$233K
EW
78
Element Wealth
Mississippi
$230K -$2.38K -22 -1%
CIA
79
Cladis Investment Advisory
Montana
$226K
AAM
80
Augustine Asset Management
Florida
$225K -$8.85K -82 -4%
SP
81
Sequent Planning
Nebraska
$221K +$211K +1,951 New
BJL
82
Brighton Jones LLC
Washington
$209K +$324 +3 +0.2%
KFI
83
Key Financial Inc
Pennsylvania
$208K -$22.1K -205 -10%
MCM
84
Mengis Capital Management
Oregon
$206K -$16.2K -150 -8%
BAM
85
Bellevue Asset Management
Washington
$154K +$108 +1 +0.1%
CIBC Private Wealth Group
86
CIBC Private Wealth Group
Georgia
$154K
HI
87
Harbour Investments
Wisconsin
$132K
PWMA
88
Pension & Wealth Management Advisors
Massachusetts
$113K
CA
89
Clearstead Advisors
Ohio
$110K
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$102K
IBOK
91
Independence Bank of Kentucky
Kentucky
$87.6K
Jones Financial Companies
92
Jones Financial Companies
Missouri
$84.3K +$7.88K +73 +11%
Franklin Resources
93
Franklin Resources
California
$83.7K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$76K -$1.08K -10 -1%
AIA
95
Arcadia Investment Advisors
Idaho
$72.7K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$68.1K +$108 +1 +0.2%
AAS
97
Ameritas Advisory Services
Nebraska
$67.5K +$64.5K +597 New
LWA
98
Lowe Wealth Advisors
Maryland
$66.8K -$5.4K -50 -8%
OP
99
ORG Partners
Indiana
$62.6K
BA
100
Bristlecone Advisors
Washington
$59.8K