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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
LBA Wealth Management
Florida
$24K – – –
AIP
102
Ameritas Investment Partners
Nebraska
$22K – – –
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$21K – – –
HPBT
104
High Point Bank & Trust
North Carolina
$17K – – –
TF
105
Tompkins Financial
New York
$15K -$3.04K -40 -17%
WEC
106
Winslow Evans & Crocker
Massachusetts
$14.7K -$34.2K -450 -69%
GAM
107
Gemmer Asset Management
California
$11K +$152 +2 +1%
Simplex Trading
108
Simplex Trading
Illinois
$6K +$2.89K +38 +81%
SIAS
109
Shine Investment Advisory Services
Colorado
– -$1.31M -17,226 Closed
JMPWA
110
JP Morgan Private Wealth Advisors
California
– -$1.14M -14,970 Closed
PAMG
111
Patton Albertson Miller Group
Tennessee
– -$390K -5,135 Closed
Creative Planning
112
Creative Planning
Kansas
– -$315K -4,150 Closed
Goldman Sachs
113
Goldman Sachs
New York
– -$309K -4,065 Closed
DWM
114
Destination Wealth Management
California
– -$304K -4,000 Closed
CA
115
Cetera Advisors
Colorado
– -$235K -3,106 Closed
WBG
116
Wharton Business Group
Pennsylvania
– -$201K -2,649 Closed
BIA
117
Barry Investment Advisors
Massachusetts
– -$201K -2,645 Closed
PCM
118
Parsons Capital Management
Rhode Island
– -$88K -1,155 Closed
FNBT
119
FineMark National Bank & Trust
Florida
– -$62K -818 Closed
TRCT
120
Tower Research Capital (TRC)
New York
– -$8K -100 Closed