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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
101
Steward Partners Investment Advisory
New York
$31.3K +$3.81K +41 +14%
IGWM
102
ICA Group Wealth Management
Colorado
$29.8K – – –
SWA
103
SOA Wealth Advisors
New York
$29.2K – – –
SCA
104
Stonebridge Capital Advisors
Minnesota
$27.6K – – –
HF
105
Halpern Financial
Virginia
$27.5K – – –
JFA
106
JNBA Financial Advisors
Minnesota
$27K – – –
NSIM
107
North Star Investment Management
Illinois
$26.8K – – –
Thompson Siegel & Walmsley
108
Thompson Siegel & Walmsley
Virginia
$22K – – –
Parallel Advisors
109
Parallel Advisors
California
$19.6K -$93K -999 -82%
Ameritas Advisory Services
110
Ameritas Advisory Services
Nebraska
$19.1K +$19.4K +208 New
AF
111
Advisornet Financial
Minnesota
$18.8K – – –
AWM
112
Atticus Wealth Management
Florida
$18.3K – – –
WWM
113
Wolff Wiese Magana
California
$11.9K – – –
RI
114
Ridgewood Investments
New Jersey
$9.17K +$9.31K +100 New
POIA
115
Pin Oak Investment Advisors
Texas
$7K – – –
Citigroup
116
Citigroup
New York
$5.78K – – –
WP
117
WealthShield Partners
North Carolina
$5.35K +$5.4K +58 New
BWM
118
Baystate Wealth Management
Massachusetts
$4.73K – – –
Gradient Investments
119
Gradient Investments
Minnesota
$1.83K – – –
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
– -$1.32M -14,159 Closed
JWS
121
Juncture Wealth Strategies
Arizona
– -$246K -2,677 Closed
Northern Trust
122
Northern Trust
Illinois
– -$239K -2,600 Closed
GEA
123
Glen Eagle Advisors
New Jersey
– -$27.5K -300 Closed
MCC
124
Money Concepts Capital
Florida
– -$25.9K -282 Closed
RBC
125
Romano Brothers & Co
Illinois
– -$18.4K -200 Closed