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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Cladis Investment Advisory
Montana
$231K
AAM
77
Augustine Asset Management
Florida
$230K
KFI
78
Key Financial Inc
Pennsylvania
$213K
MFG
79
Merit Financial Group
Georgia
$213K +$219K +1,838 New
SP
80
Sequent Planning
Nebraska
$207K +$213K +1,786 New
SPIA
81
Steward Partners Investment Advisory
New York
$201K +$168K +1,410 +435%
Corient Private Wealth
82
Corient Private Wealth
Florida
$200K -$62.8K -527 -23%
TRCT
83
Tower Research Capital (TRC)
New York
$195K +$201K +1,682 New
SGK
84
Steigerwald Gordon & Koch
Virginia
$193K
BAM
85
Bellevue Asset Management
Washington
$147K +$119 +1 +0.1%
HI
86
Harbour Investments
Wisconsin
$136K +$238 +2 +0.2%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$130K +$37.3K +313 +38%
FFA
88
Farther Finance Advisors
California
$130K
PWMA
89
Pension & Wealth Management Advisors
Massachusetts
$116K
CA
90
Clearstead Advisors
Ohio
$113K
ATPW
91
Ashton Thomas Private Wealth
Arizona
$105K +$108K +905 New
Fidelity Investments
92
Fidelity Investments
Massachusetts
$95.4K +$19.1K +160 +24%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$94.4K
Franklin Resources
94
Franklin Resources
California
$85.6K
JP Morgan Chase
95
JP Morgan Chase
New York
$74.7K +$20K +168 +34%
AIA
96
Arcadia Investment Advisors
Idaho
$74.4K
IBOK
97
Independence Bank of Kentucky
Kentucky
$72.3K
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$67.1K -$5.01K -42 -7%
UBS Group
99
UBS Group
Switzerland
$57.6K -$122K -1,027 -67%
BW
100
Bravera Wealth
North Dakota
$56.5K