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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$57K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$54K -$11.3K -119 -16%
GEA
103
Glen Eagle Advisors
New Jersey
$44.4K +$19K +200 +67%
S
104
SignatureFD
Georgia
$44K
SCA
105
Stonebridge Capital Advisors
Minnesota
$43K -$21.6K -228 -32%
Bank of America
106
Bank of America
North Carolina
$42K -$2.37M -25,021 -98%
SWM
107
SeaCrest Wealth Management
New York
$38K +$40.3K +425 New
AFG
108
Albion Financial Group
Utah
$36K -$3.32K -35 -8%
ADL
109
Asset Dedication LLC
California
$31K
SWA
110
SOA Wealth Advisors
New York
$28K
HF
111
Halpern Financial
Virginia
$26.6K +$28.4K +300 New
JFA
112
JNBA Financial Advisors
Minnesota
$26K
NSIM
113
North Star Investment Management
Illinois
$26K
SWM
114
Sugarloaf Wealth Management
Georgia
$23K
GWM
115
Geneos Wealth Management
Colorado
$22K
TSW
116
Thompson Siegel & Walmsley
Virginia
$21K
AF
117
Advisornet Financial
Minnesota
$18K
AWM
118
Atticus Wealth Management
Florida
$18K
SPIA
119
Steward Partners Investment Advisory
New York
$13K -$837K -8,832 -98%
FFA
120
Founders Financial Alliance
North Carolina
$13K
POIA
121
Pin Oak Investment Advisors
Texas
$13K
WWM
122
Wolff Wiese Magana
California
$12K
Citigroup
123
Citigroup
New York
$6K
GI
124
Gradient Investments
Minnesota
$2K
WIM
125
Westside Investment Management
California
$1.62K -$23.3K -246 -1%