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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
101
Bank of America
North Carolina
$38K
AFG
102
Albion Financial Group
Utah
$33K
ADL
103
Asset Dedication LLC
California
$28K
SWA
104
SOA Wealth Advisors
New York
$26K
SCA
105
Stonebridge Capital Advisors
Minnesota
$25K -$16.8K -184 -38%
GEA
106
Glen Eagle Advisors
New Jersey
$24.5K -$18.3K -200 -40%
HF
107
Halpern Financial
Virginia
$24.5K
JFA
108
JNBA Financial Advisors
Minnesota
$24K
NSIM
109
North Star Investment Management
Illinois
$24K
SPIA
110
Steward Partners Investment Advisory
New York
$24K +$13.7K +150 +100%
SWM
111
Sugarloaf Wealth Management
Georgia
$20K -$2.28K -25 -10%
TSW
112
Thompson Siegel & Walmsley
Virginia
$20K
AWM
113
Atticus Wealth Management
Florida
$18K
AF
114
Advisornet Financial
Minnesota
$17K
FFA
115
Founders Financial Alliance
North Carolina
$12K
POIA
116
Pin Oak Investment Advisors
Texas
$12K
WWM
117
Wolff Wiese Magana
California
$11K
Citigroup
118
Citigroup
New York
$5K
Simplex Trading
119
Simplex Trading
Illinois
$3K +$3.38K +37 New
GI
120
Gradient Investments
Minnesota
$2K
WIM
121
Westside Investment Management
California
$1.6K +$117K +1,286 +7%
Ameriprise
122
Ameriprise
Minnesota
-$1.1M -12,441 Closed
Cerity Partners
123
Cerity Partners
New York
-$348K -3,924 Closed
COCM
124
Charter Oak Capital Management
New Hampshire
-$273K -3,071 Closed
MML Investors Services
125
MML Investors Services
Massachusetts
-$212K -2,395 Closed