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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SignatureFD
101
SignatureFD
Georgia
$70K -$3.42K -38 -5%
AIA
102
Arcadia Investment Advisors
Idaho
$66.5K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$54K – – –
JCM
104
Jacobi Capital Management
Pennsylvania
$54K +$539 +6 +1%
Benjamin F. Edwards & Company
105
Benjamin F. Edwards & Company
Missouri
$45K +$180 +2 +0.4%
Valeo Financial Advisors
106
Valeo Financial Advisors
Indiana
$38K – – –
LNB
107
Ledyard National Bank
$36K – – –
AIM
108
Advantage Investment Management
Iowa
$35K – – –
ADL
109
Asset Dedication LLC
California
$32K – – –
Avantax Planning Partners
110
Avantax Planning Partners
Iowa
$30K +$30.3K +337 New
GEA
111
Glen Eagle Advisors
New Jersey
$27.1K – – –
CWA
112
Clarus Wealth Advisors
Arizona
$23K -$2.7K -30 -11%
MSFP
113
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
Regions Financial Corp
114
Regions Financial Corp
Alabama
$23K – – –
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$22.7K +252 New
Geneos Wealth Management
116
Geneos Wealth Management
Colorado
$22K – – –
Thompson Siegel & Walmsley
117
Thompson Siegel & Walmsley
Virginia
$22K – – –
NFG
118
Next Financial Group
Texas
$19K +$19.2K +214 New
Federation des caisses Desjardins du Quebec
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1K – – –
Brown Brothers Harriman & Co
120
Brown Brothers Harriman & Co
New York
$18K – – –
OWA
121
One Wealth Advisors
California
$17K – – –
WP
122
WealthShield Partners
North Carolina
$16K – – –
Chicago Partners Investment Group
123
Chicago Partners Investment Group
Illinois
$11K – – –
CFN
124
Cordasco Financial Network
Florida
$11K +$10.9K +121 New
Allworth Financial
125
Allworth Financial
California
$6K -$1.26K -14 -19%