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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
101
Sargent Bickham Lagudis
Colorado
$87K
S
102
SignatureFD
Georgia
$81K +$680 +7 +0.8%
TAM
103
Townsend Asset Management
North Carolina
$73K +$97 +1 +0.1%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$70K
AIA
105
Arcadia Investment Advisors
Idaho
$69.1K
JCM
106
Jacobi Capital Management
Pennsylvania
$63K +$486 +5 +0.8%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$58K +$486 +5 +0.8%
CFA
108
Carroll Financial Associates
North Carolina
$45K
AFG
109
Albion Financial Group
Utah
$43K -$194 -2 -0.4%
FFA
110
Freedman Financial Associates
Massachusetts
$41K
ADL
111
Asset Dedication LLC
California
$33K
SWA
112
SOA Wealth Advisors
New York
$29K
GEA
113
Glen Eagle Advisors
New Jersey
$28.2K
SCA
114
Stonebridge Capital Advisors
Minnesota
$28K
BFG
115
Baron Financial Group
New Jersey
$27.3K +$291 +3 +1%
NSIM
116
North Star Investment Management
Illinois
$27K
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$27K
SWM
118
Sugarloaf Wealth Management
Georgia
$25K
GWM
119
Geneos Wealth Management
Colorado
$23K
TSW
120
Thompson Siegel & Walmsley
Virginia
$23K
AF
121
Advisornet Financial
Minnesota
$19K +$19.9K +205 New
APWA
122
Atlas Private Wealth Advisors
New Jersey
$17K
POIA
123
Pin Oak Investment Advisors
Texas
$14K
WWM
124
Wolff Wiese Magana
California
$12K
Citigroup
125
Citigroup
New York
$9K -$152K -1,562 -94%