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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AF
101
Advisornet Financial
Minnesota
$19.2K – – –
AWM
102
Atticus Wealth Management
Florida
$18.7K – – –
GEA
103
Glen Eagle Advisors
New Jersey
$18.7K +$18.2K +200 New
JP Morgan Chase
104
JP Morgan Chase
New York
$18.2K -$40.8K -448 -70%
Steward Partners Investment Advisory
105
Steward Partners Investment Advisory
New York
$17.9K -$13.7K -150 -44%
FFA
106
Founders Financial Alliance
North Carolina
$14.2K +$13.8K +152 New
RI
107
Ridgewood Investments
New Jersey
$9.35K – – –
POIA
108
Pin Oak Investment Advisors
Texas
$7K – – –
WWM
109
Wolff Wiese Magana
California
$6.08K -$5.92K -65 -50%
Citigroup
110
Citigroup
New York
$5.89K – – –
WP
111
WealthShield Partners
North Carolina
$5.46K – – –
BWM
112
Baystate Wealth Management
Massachusetts
$4.86K – – –
Gradient Investments
113
Gradient Investments
Minnesota
$1.87K – – –
GAM
114
Garrison Asset Management
Arkansas
– -$841K -9,176 Closed
TYCC
115
Texas Yale Capital Corp
Florida
– -$756K -8,250 Closed
US Bancorp
116
US Bancorp
Minnesota
– -$704K -7,680 Closed
MAI Capital Management
117
MAI Capital Management
Ohio
– -$264K -2,885 Closed
SWM
118
Sculati Wealth Management
Michigan
– -$218K -2,377 Closed
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
– -$204K -2,227 Closed
MCM
120
Mengis Capital Management
Oregon
– -$201K -2,196 Closed
HighTower Advisors
121
HighTower Advisors
Illinois
– -$200K -2,180 Closed
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
– -$88K -960 Closed
RBC
123
Roble Belko & Company
Pennsylvania
– -$70K -768 Closed
SWA
124
SOA Wealth Advisors
New York
– -$29.2K -319 Closed
Thompson Siegel & Walmsley
125
Thompson Siegel & Walmsley
Virginia
– -$22K -240 Closed