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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
101
Financial Architects (New Jersey)
New Jersey
$167K
NFG
102
Next Financial Group
Texas
$166K +$9.07K +115 +6%
LNB
103
Ledyard National Bank
$145K
BTIS
104
BB&T Investment Services
North Carolina
$107K +$105K +1,333 New
CFA
105
Carroll Financial Associates
North Carolina
$93K -$7.89K -100 -8%
BWA
106
Burt Wealth Advisors
Maryland
$90K
DADC
107
D.A. Davidson & Co
Montana
$82K
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$72K +$71K +900 New
FHA
109
First Horizon Advisors
Tennessee
$55K
US Bancorp
110
US Bancorp
Minnesota
$39K -$3.71K -47 -9%
AIM
111
Advantage Investment Management
Iowa
$31K
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K
SFS
113
Sowell Financial Services
Arkansas
$26K +$25.1K +318 New
GEA
114
Glen Eagle Advisors
New Jersey
$24.1K +$23.7K +300 New
GWM
115
Geneos Wealth Management
Colorado
$20K
MSFP
116
Mark Sheptoff Financial Planning
Connecticut
$20K
HPBT
117
High Point Bank & Trust
North Carolina
$19K
TSW
118
Thompson Siegel & Walmsley
Virginia
$19K
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$16K -$11.8K -150 -43%
LWM
120
LBA Wealth Management
Florida
$10K
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$8.28K +105 New
AF
122
Allworth Financial
California
$6K
GI
123
Gradient Investments
Minnesota
$6K
AssetMark Inc
124
AssetMark Inc
California
$5K +$5.28K +67 New
BIG
125
Bellwether Investment Group
Tennessee
$3K +$3.15K +40 New