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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
$43K – – –
AFG
102
Albion Financial Group
Utah
$37.6K – – –
ADL
103
Asset Dedication LLC
California
$32K – – –
IGWM
104
ICA Group Wealth Management
Colorado
$30.8K +$29.3K +325 New
SWA
105
SOA Wealth Advisors
New York
$29.3K – – –
SCA
106
Stonebridge Capital Advisors
Minnesota
$27.6K – – –
GEA
107
Glen Eagle Advisors
New Jersey
$27.5K – – –
HF
108
Halpern Financial
Virginia
$27.5K – – –
Steward Partners Investment Advisory
109
Steward Partners Investment Advisory
New York
$27.5K – – –
JFA
110
JNBA Financial Advisors
Minnesota
$27.1K – – –
NSIM
111
North Star Investment Management
Illinois
$26.8K – – –
MCC
112
Money Concepts Capital
Florida
$25.9K +$25.4K +282 New
Thompson Siegel & Walmsley
113
Thompson Siegel & Walmsley
Virginia
$22K – – –
AF
114
Advisornet Financial
Minnesota
$18.8K – – –
AWM
115
Atticus Wealth Management
Florida
$18.4K – – –
RBC
116
Romano Brothers & Co
Illinois
$18.4K +$18K +200 New
U.S. Capital Wealth Advisors
117
U.S. Capital Wealth Advisors
Texas
$18.4K +$18K +200 New
FFA
118
Founders Financial Alliance
North Carolina
$14K – – –
WWM
119
Wolff Wiese Magana
California
$11.9K – – –
NewEdge Advisors
120
NewEdge Advisors
Louisiana
$10.2K +$100K +1,112 New
POIA
121
Pin Oak Investment Advisors
Texas
$7K -$6.67K -74 -50%
Citigroup
122
Citigroup
New York
$5.78K – – –
BWM
123
Baystate Wealth Management
Massachusetts
$5K +$4.6K +51 New
Gradient Investments
124
Gradient Investments
Minnesota
$1.84K – – –
WIM
125
Westside Investment Management
California
$1.8K +$8.11K +90 +0.5%