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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$71K +$804 +10 +1%
TAM
102
Townsend Asset Management
North Carolina
$65K +$161 +2 +0.3%
AIA
103
Arcadia Investment Advisors
Idaho
$61.5K
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$59K +$31.7K +395 +134%
JCM
105
Jacobi Capital Management
Pennsylvania
$55K +$563 +7 +1%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$51K +$563 +7 +1%
PCA
107
Providence Capital Advisors
North Carolina
$51K +$48.9K +608 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$45K -$39.6K -493 -48%
CFA
109
Carroll Financial Associates
North Carolina
$40K
AFG
110
Albion Financial Group
Utah
$39K +$37K +460 New
VFA
111
Valeo Financial Advisors
Indiana
$38K +$402 +5 +1%
FFA
112
Freedman Financial Associates
Massachusetts
$36K +$34.7K +432 New
SFS
113
Sowell Financial Services
Arkansas
$35K +$161 +2 +0.5%
CAL
114
Capital Analysts LLC
Pennsylvania
$30K
ADL
115
Asset Dedication LLC
California
$29K
SWA
116
SOA Wealth Advisors
New York
$27K +$25.6K +319 New
GEA
117
Glen Eagle Advisors
New Jersey
$25.1K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$25K -$26.1K -325 -53%
NSIM
119
North Star Investment Management
Illinois
$24K
BFG
120
Baron Financial Group
New Jersey
$23.9K +$241 +3 +1%
GWM
121
Geneos Wealth Management
Colorado
$23K
SWM
122
Sugarloaf Wealth Management
Georgia
$22K
TSW
123
Thompson Siegel & Walmsley
Virginia
$20K
POIA
124
Pin Oak Investment Advisors
Texas
$12K
BWM
125
Baystate Wealth Management
Massachusetts
$12K +$11.8K +147 New