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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Ameritas Advisory Services
Nebraska
$78.3K +$74.3K +597 New
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$76.1K
Simplex Trading
103
Simplex Trading
Illinois
$67.7K +$51.5K +414 +406%
BW
104
Bravera Wealth
North Dakota
$64K
CIAS
105
Capital Investment Advisory Services
North Carolina
$59.8K
BIAS
106
Beacon Investment Advisory Services
New Jersey
$53.5K
SGFG
107
Silver Grove Financial Group
New York
$52.2K
AWM
108
AE Wealth Management
Kansas
$49.2K +$124 +1 +0.3%
1IA
109
1620 Investment Advisors
Massachusetts
$49.2K
GWS
110
Glassman Wealth Services
Virginia
$46.8K
AFG
111
Albion Financial Group
Utah
$40.7K -$1.24K -10 -3%
RDFA
112
Ritter Daniher Financial Advisory
Ohio
$40.3K +$249 +2 +0.7%
NSIM
113
North Star Investment Management
Illinois
$37.5K
IWC
114
Integrated Wealth Concepts
Massachusetts
$37K +$35.1K +282 New
GEA
115
Glen Eagle Advisors
New Jersey
$34.6K +$24.9K +200 +313%
HFS
116
Hughes Financial Services
Virginia
$33.2K
QWM
117
Quaker Wealth Management
New Jersey
$29.6K
CA
118
CoreCap Advisors
Michigan
$26.2K +$24.9K +200 New
UBS Group
119
UBS Group
Switzerland
$22.4K -$40.7K -327 -66%
AssetMark Inc
120
AssetMark Inc
California
$22.4K +$21.3K +171 New
JP Morgan Chase
121
JP Morgan Chase
New York
$22.1K -$60.8K -489 -74%
FFA
122
Founders Financial Alliance
North Carolina
$19.9K
Russell Investments Group
123
Russell Investments Group
United Kingdom
$17.6K
DWS
124
Dynamic Wealth Strategies
California
$15.3K
BWS
125
Buck Wealth Strategies
Colorado
$9.41K +$8.96K +72 New