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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$61K +$573 +8 +1%
PAG
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
BFEC
109
Benjamin F. Edwards & Company
Missouri
$44K +$358 +5 +0.9%
IA
110
IFP Advisors
Florida
$36K -$150K -2,090 -81%
CFA
111
Carroll Financial Associates
North Carolina
$35K
VFA
112
Valeo Financial Advisors
Indiana
$33K
SFS
113
Sowell Financial Services
Arkansas
$30K +$72 +1 +0.2%
ADL
114
Asset Dedication LLC
California
$26K
CAL
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
TSW
122
Thompson Siegel & Walmsley
Virginia
$18K
GWM
123
Geneos Wealth Management
Colorado
$17K
FANJ
124
Financial Architects (New Jersey)
New Jersey
$15K
MWC
125
MBM Wealth Consultants
Missouri
$15K