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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
BFEC
104
Benjamin F. Edwards & Company
Missouri
$45K +$457 +6 +1%
IA
105
IFP Advisors
Florida
$38K
CFA
106
Carroll Financial Associates
North Carolina
$36K
VFA
107
Valeo Financial Advisors
Indiana
$34K
SFS
108
Sowell Financial Services
Arkansas
$31K
CAL
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
GWM
117
Geneos Wealth Management
Colorado
$18K
TSW
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
GI
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