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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SignatureFD
101
SignatureFD
Georgia
$61K +$573 +8 +1%
Private Advisor Group
102
Private Advisor Group
New Jersey
$58K -$165K -2,312 -75%
RBC
103
Roble Belko & Company
Pennsylvania
$57K -$56K -782 -50%
CFGS
104
Concourse Financial Group Securities
Alabama
$57K – – –
TAM
105
Townsend Asset Management
North Carolina
$57K +$72 +1 +0.1%
AIA
106
Arcadia Investment Advisors
Idaho
$54.2K – – –
JCM
107
Jacobi Capital Management
Pennsylvania
$47K +$501 +7 +1%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$46K – – –
Benjamin F. Edwards & Company
109
Benjamin F. Edwards & Company
Missouri
$44K +$358 +5 +0.9%
IFP Advisors
110
IFP Advisors
Florida
$36K -$150K -2,090 -81%
CFA
111
Carroll Financial Associates
North Carolina
$35K – – –
Valeo Financial Advisors
112
Valeo Financial Advisors
Indiana
$33K – – –
Sowell Financial Services
113
Sowell Financial Services
Arkansas
$30K +$72 +1 +0.2%
ADL
114
Asset Dedication LLC
California
$26K – – –
Capital Analysts LLC
115
Capital Analysts LLC
Pennsylvania
$26K +$72 +1 +0.3%
GEA
116
Glen Eagle Advisors
New Jersey
$22.1K – – –
NSIM
117
North Star Investment Management
Illinois
$22K – – –
SCA
118
Stonebridge Capital Advisors
Minnesota
$22K – – –
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$21K +$21.1K +295 New
SWM
120
Sugarloaf Wealth Management
Georgia
$19K – – –
MSFP
121
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
Thompson Siegel & Walmsley
122
Thompson Siegel & Walmsley
Virginia
$18K – – –
Geneos Wealth Management
123
Geneos Wealth Management
Colorado
$17K – – –
FANJ
124
Financial Architects (New Jersey)
New Jersey
$15K – – –
MWC
125
MBM Wealth Consultants
Missouri
$15K – – –