We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NVWM LLC
Pennsylvania
$71K – – –
SignatureFD
102
SignatureFD
Georgia
$71K +$69.9K +811 New
PRS
103
Pinkerton Retirement Specialists
Idaho
$70K – – –
AIA
104
Arcadia Investment Advisors
Idaho
$63.9K – – –
KCPG
105
Kavar Capital Partners Group
Kansas
$56K – – –
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$52K – – –
JCM
107
Jacobi Capital Management
Pennsylvania
$52K +$345 +4 +0.7%
Benjamin F. Edwards & Company
108
Benjamin F. Edwards & Company
Missouri
$43K +$345 +4 +0.8%
Valeo Financial Advisors
109
Valeo Financial Advisors
Indiana
$40K – – –
LNB
110
Ledyard National Bank
$35K – – –
AIM
111
Advantage Investment Management
Iowa
$34K – – –
ADL
112
Asset Dedication LLC
California
$30K +$30.1K +349 New
GEA
113
Glen Eagle Advisors
New Jersey
$26.1K – – –
LWM
114
Lenox Wealth Management
Ohio
$24K – – –
CWA
115
Clarus Wealth Advisors
Arizona
$24K +$24.3K +282 New
MSFP
116
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
Regions Financial Corp
117
Regions Financial Corp
Alabama
$22K +$21.5K +250 New
Geneos Wealth Management
118
Geneos Wealth Management
Colorado
$21K – – –
Thompson Siegel & Walmsley
119
Thompson Siegel & Walmsley
Virginia
$21K – – –
Federation des caisses Desjardins du Quebec
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K – – –
Brown Brothers Harriman & Co
121
Brown Brothers Harriman & Co
New York
$17K – – –
OWA
122
One Wealth Advisors
California
$17K +$16.4K +190 New
WP
123
WealthShield Partners
North Carolina
$15K +$15.1K +175 New
Chicago Partners Investment Group
124
Chicago Partners Investment Group
Illinois
$11K – – –
Allworth Financial
125
Allworth Financial
California
$7K – – –