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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$16K +$16.9K +180 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$15.3K -$83.4K -891 -84%
FFA
103
Founders Financial Alliance
North Carolina
$13.5K
POIA
104
Pin Oak Investment Advisors
Texas
$7K
WWM
105
Wolff Wiese Magana
California
$5.78K
Citigroup
106
Citigroup
New York
$5.61K
WP
107
WealthShield Partners
North Carolina
$5.19K
BWM
108
Baystate Wealth Management
Massachusetts
$4.66K +$94 +1 +2%
JP Morgan Chase
109
JP Morgan Chase
New York
$4.54K -$13.5K -144 -74%
MIM
110
MTM Investment Management
South Carolina
$4.45K -$101K -1,076 -96%
GI
111
Gradient Investments
Minnesota
$1.96K +$187 +2 +10%
FTUS
112
Flow Traders U.S.
New York
-$557K -5,954 Closed
CAM
113
Cresset Asset Management
Illinois
-$533K -5,700 Closed
Stifel Financial
114
Stifel Financial
Missouri
-$206K -2,201 Closed
AAM
115
Augustine Asset Management
Florida
-$203K -2,167 Closed
HWA
116
Heritage Wealth Advisors
Virginia
-$107K -1,145 Closed
IGWM
117
ICA Group Wealth Management
Colorado
-$30.4K -325 Closed
PA
118
Parallel Advisors
California
-$20.1K -214 Closed
RI
119
Ridgewood Investments
New Jersey
-$9.35K -100 Closed