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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NVWM LLC
Pennsylvania
$71K
S
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%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$43K +$345 +4 +0.8%
VFA
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
RFC
117
Regions Financial Corp
Alabama
$22K +$21.5K +250 New
GWM
118
Geneos Wealth Management
Colorado
$21K
TSW
119
Thompson Siegel & Walmsley
Virginia
$21K
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
BBHC
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
CPIG
124
Chicago Partners Investment Group
Illinois
$11K
AF
125
Allworth Financial
California
$7K