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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
101
Arcadia Investment Advisors
Idaho
$55.4K – – –
JCM
102
Jacobi Capital Management
Pennsylvania
$49K +$457 +6 +0.9%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$47K – – –
Benjamin F. Edwards & Company
104
Benjamin F. Edwards & Company
Missouri
$45K +$457 +6 +1%
IFP Advisors
105
IFP Advisors
Florida
$38K – – –
CFA
106
Carroll Financial Associates
North Carolina
$36K – – –
Valeo Financial Advisors
107
Valeo Financial Advisors
Indiana
$34K – – –
Sowell Financial Services
108
Sowell Financial Services
Arkansas
$31K – – –
Capital Analysts LLC
109
Capital Analysts LLC
Pennsylvania
$27K – – –
ADL
110
Asset Dedication LLC
California
$26K – – –
NNP
111
Nachman Norwood & Parrott
South Carolina
$24K +$24.6K +323 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$23K – – –
GEA
113
Glen Eagle Advisors
New Jersey
$22.6K – – –
NSIM
114
North Star Investment Management
Illinois
$22K – – –
BFG
115
Baron Financial Group
New Jersey
$21.3K +$21.5K +282 New
SWM
116
Sugarloaf Wealth Management
Georgia
$20K – – –
Geneos Wealth Management
117
Geneos Wealth Management
Colorado
$18K – – –
Thompson Siegel & Walmsley
118
Thompson Siegel & Walmsley
Virginia
$18K – – –
MWC
119
MBM Wealth Consultants
Missouri
$15K – – –
POIA
120
Pin Oak Investment Advisors
Texas
$11K – – –
CBT
121
Central Bank & Trust
Kentucky
$8K +$7.62K +100 New
NL
122
NVWM LLC
Pennsylvania
$3K – – –
Gradient Investments
123
Gradient Investments
Minnesota
$2K -$2.29K -30 -60%
WIM
124
Westside Investment Management
California
$1.48K -$4.12K -54 -0.3%
Citadel Advisors
125
Citadel Advisors
Florida
– -$3.31M -44,824 Closed