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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HWMA
101
Heritage Wealth Management (Arizona)
Arizona
$88K +$87.7K +890 New
TAM
102
Townsend Asset Management
North Carolina
$77K – – –
AIA
103
Arcadia Investment Advisors
Idaho
$72.8K – – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$72K -$45K -457 -38%
Benjamin F. Edwards & Company
105
Benjamin F. Edwards & Company
Missouri
$72K +$10.4K +106 +17%
SCA
106
Stonebridge Capital Advisors
Minnesota
$71K +$99 +1 +0.1%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$58K -$5.91K -60 -9%
SignatureFD
108
SignatureFD
Georgia
$49K +$48.7K +494 New
AFG
109
Albion Financial Group
Utah
$44K – – –
FFA
110
Freedman Financial Associates
Massachusetts
$43K – – –
ADL
111
Asset Dedication LLC
California
$35K – – –
SWA
112
SOA Wealth Advisors
New York
$31K – – –
GEA
113
Glen Eagle Advisors
New Jersey
$29.7K – – –
JFA
114
JNBA Financial Advisors
Minnesota
$29K -$147K -1,494 -84%
NSIM
115
North Star Investment Management
Illinois
$29K – – –
MCC
116
Money Concepts Capital
Florida
$28K +$27.8K +282 New
SWM
117
Sugarloaf Wealth Management
Georgia
$26K – – –
Geneos Wealth Management
118
Geneos Wealth Management
Colorado
$24K – – –
Thompson Siegel & Walmsley
119
Thompson Siegel & Walmsley
Virginia
$24K – – –
AF
120
Advisornet Financial
Minnesota
$20K – – –
AWM
121
Atticus Wealth Management
Florida
$20K – – –
NWM
122
Nauset Wealth Management
Connecticut
$17K +$17.1K +174 New
FFA
123
Founders Financial Alliance
North Carolina
$15K – – –
POIA
124
Pin Oak Investment Advisors
Texas
$15K – – –
WWM
125
Wolff Wiese Magana
California
$13K – – –