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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
101
First Horizon Advisors
Tennessee
$55K
BFEC
102
Benjamin F. Edwards & Company
Missouri
$53K -$865 -11 -2%
US Bancorp
103
US Bancorp
Minnesota
$41K -$236 -3 -0.6%
AIM
104
Advantage Investment Management
Iowa
$31K
WAM
105
Wealthspire Advisors (Maryland)
Maryland
$27K +$15.7K +200 +133%
LWCFA
106
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K
MSFP
107
Mark Sheptoff Financial Planning
Connecticut
$20K
GWM
108
Geneos Wealth Management
Colorado
$19K
HPBT
109
High Point Bank & Trust
North Carolina
$19K
TSW
110
Thompson Siegel & Walmsley
Virginia
$19K
GAM
111
Gemmer Asset Management
California
$12K +$79 +1 +0.6%
LWM
112
LBA Wealth Management
Florida
$10K -$15.6K -199 -61%
TF
113
Tompkins Financial
New York
$9K -$2.52K -32 -21%
AF
114
Allworth Financial
California
$6K +$5.9K +75 New
GI
115
Gradient Investments
Minnesota
$5K
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
-$1.98M -25,205 Closed
JFA
117
JNBA Financial Advisors
Minnesota
-$325K -4,220 Closed
CG
118
Cutler Group
California
-$141K -1,788 Closed
AWMS
119
Advocacy Wealth Management Services
Georgia
-$93K -1,201 Closed
WTB
120
Washington Trust Bank
Washington
-$82K -1,062 Closed
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
-$22K -280 Closed
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
-$19K -250 Closed