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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
76
Augustine Asset Management
Florida
$227K
SP
77
Sequent Planning
Nebraska
$214K -$8.97K -79 -4%
BJL
78
Brighton Jones LLC
Washington
$212K +$227 +2 +0.1%
KFI
79
Key Financial Inc
Pennsylvania
$210K
MCM
80
Mengis Capital Management
Oregon
$205K -$2.84K -25 -1%
SGK
81
Steigerwald Gordon & Koch
Virginia
$191K +$190K +1,671 New
BAM
82
Bellevue Asset Management
Washington
$156K +$227 +2 +0.1%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$156K
HI
84
Harbour Investments
Wisconsin
$134K
PWMA
85
Pension & Wealth Management Advisors
Massachusetts
$114K
CA
86
Clearstead Advisors
Ohio
$111K
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$93.2K +$92.6K +816 New
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$91.4K -$11.4K -100 -11%
Franklin Resources
89
Franklin Resources
California
$84.6K
Jones Financial Companies
90
Jones Financial Companies
Missouri
$75.7K -$9.42K -83 -11%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$75.7K -$1.14K -10 -1%
AIA
92
Arcadia Investment Advisors
Idaho
$73.5K
IBOK
93
Independence Bank of Kentucky
Kentucky
$71.4K -$17K -150 -19%
JP Morgan Chase
94
JP Morgan Chase
New York
$70.9K +$14.8K +130 +27%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$68.8K
LWA
96
Lowe Wealth Advisors
Maryland
$67.5K
S
97
SignatureFD
Georgia
$56.4K
1IA
98
1620 Investment Advisors
Massachusetts
$49.1K
AFG
99
Albion Financial Group
Utah
$43.4K
GWS
100
Glassman Wealth Services
Virginia
$40.8K