We are live on ! Find out more
AIVL icon

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 – – –
Steward Partners Investment Advisory
110
Steward Partners Investment Advisory
New York
$24K +$13.7K +150 +100%
SWM
111
Sugarloaf Wealth Management
Georgia
$20K -$2.28K -25 -10%
Thompson Siegel & Walmsley
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
Gradient Investments
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