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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
$228K
KFI
77
Key Financial Inc
Pennsylvania
$211K +$114 +1 +0.1%
MCM
78
Mengis Capital Management
Oregon
$206K
AWM
79
Axxcess Wealth Management
California
$203K +$201K +1,763 New
SGK
80
Steigerwald Gordon & Koch
Virginia
$192K
UBS Group
81
UBS Group
Switzerland
$175K -$323K -2,836 -65%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$157K
BAM
83
Bellevue Asset Management
Washington
$146K -$11.2K -98 -7%
HI
84
Harbour Investments
Wisconsin
$135K
FFA
85
Farther Finance Advisors
California
$128K +$127K +1,111 New
PWMA
86
Pension & Wealth Management Advisors
Massachusetts
$115K
CA
87
Clearstead Advisors
Ohio
$112K
Jones Financial Companies
88
Jones Financial Companies
Missouri
$95.2K +$18.5K +162 +24%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$93.8K
Franklin Resources
90
Franklin Resources
California
$85.1K
Fidelity Investments
91
Fidelity Investments
Massachusetts
$76.3K +$7.07K +62 +10%
AIA
92
Arcadia Investment Advisors
Idaho
$73.9K
IBOK
93
Independence Bank of Kentucky
Kentucky
$71.9K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$71.5K -$4.56K -40 -6%
JP Morgan Chase
95
JP Morgan Chase
New York
$56.3K -$14.8K -130 -21%
BW
96
Bravera Wealth
North Dakota
$56.1K +$55.6K +488 New
1IA
97
1620 Investment Advisors
Massachusetts
$44.3K -$5.13K -45 -10%
GWS
98
Glassman Wealth Services
Virginia
$41K
AIM
99
Anchor Investment Management
South Carolina
$40.6K +$228 +2 +0.6%
WIM
100
Westside Investment Management
California
$40.3K -$2.33M -20,446 -98%