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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
101
Townsend Asset Management
North Carolina
$73K +$89 +1 +0.1%
AIA
102
Arcadia Investment Advisors
Idaho
$69.3K – – –
JCM
103
Jacobi Capital Management
Pennsylvania
$62K +$177 +2 +0.3%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$61K -$4.43K -50 -7%
Benjamin F. Edwards & Company
105
Benjamin F. Edwards & Company
Missouri
$57K +$177 +2 +0.3%
CFA
106
Carroll Financial Associates
North Carolina
$45K – – –
Valeo Financial Advisors
107
Valeo Financial Advisors
Indiana
$43K +$177 +2 +0.4%
Fidelity Investments
108
Fidelity Investments
Massachusetts
$41K -$9.58K -108 -20%
FFA
109
Freedman Financial Associates
Massachusetts
$41K – – –
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$40K +$11.9K +134 +46%
ADL
111
Asset Dedication LLC
California
$33K – – –
SWA
112
SOA Wealth Advisors
New York
$30K – – –
ACM
113
Allred Capital Management
Texas
$28.4K +$26.8K +302 New
GEA
114
Glen Eagle Advisors
New Jersey
$28.3K – – –
NSIM
115
North Star Investment Management
Illinois
$28K – – –
SCA
116
Stonebridge Capital Advisors
Minnesota
$28K +$26.7K +301 New
BFG
117
Baron Financial Group
New Jersey
$27K +$89 +1 +0.4%
SWM
118
Sugarloaf Wealth Management
Georgia
$25K +$2.57K +29 +11%
Geneos Wealth Management
119
Geneos Wealth Management
Colorado
$24K – – –
Thompson Siegel & Walmsley
120
Thompson Siegel & Walmsley
Virginia
$23K – – –
WP
121
WealthShield Partners
North Carolina
$17K +$15.5K +175 New
APWA
122
Atlas Private Wealth Advisors
New Jersey
$17K +$16.3K +184 New
POIA
123
Pin Oak Investment Advisors
Texas
$14K – – –
WWM
124
Wolff Wiese Magana
California
$12K – – –
Sowell Financial Services
125
Sowell Financial Services
Arkansas
$10K -$28.2K -318 -77%