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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$97K
CFGS
102
Concourse Financial Group Securities
Alabama
$90K
SBL
103
Sargent Bickham Lagudis
Colorado
$90K
S
104
SignatureFD
Georgia
$83K +$587 +6 +0.7%
TAM
105
Townsend Asset Management
North Carolina
$75K +$98 +1 +0.1%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$72K +$30.4K +311 +72%
AIA
107
Arcadia Investment Advisors
Idaho
$71.5K
JCM
108
Jacobi Capital Management
Pennsylvania
$64K +$587 +6 +0.9%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$63K
BFEC
110
Benjamin F. Edwards & Company
Missouri
$59K +$489 +5 +0.8%
CFA
111
Carroll Financial Associates
North Carolina
$47K
AFG
112
Albion Financial Group
Utah
$45K +$45K +460 New
FFA
113
Freedman Financial Associates
Massachusetts
$42K
ADL
114
Asset Dedication LLC
California
$34K
SWA
115
SOA Wealth Advisors
New York
$31K
GEA
116
Glen Eagle Advisors
New Jersey
$29.2K
SCA
117
Stonebridge Capital Advisors
Minnesota
$29K
BFG
118
Baron Financial Group
New Jersey
$28K +$196 +2 +0.7%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$28K -$13.1K -134 -31%
NSIM
120
North Star Investment Management
Illinois
$28K
SWM
121
Sugarloaf Wealth Management
Georgia
$26K -$2.84K -29 -10%
GWM
122
Geneos Wealth Management
Colorado
$24K
TSW
123
Thompson Siegel & Walmsley
Virginia
$23K
IA
124
IFP Advisors
Florida
$21K +$21.6K +221 New
APWA
125
Atlas Private Wealth Advisors
New Jersey
$18K