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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
101
JNBA Financial Advisors
Minnesota
$28.3K – – –
Steward Partners Investment Advisory
102
Steward Partners Investment Advisory
New York
$22.2K – – –
AF
103
Advisornet Financial
Minnesota
$19.7K – – –
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$19.5K – – –
AWM
105
Atticus Wealth Management
Florida
$19.2K – – –
CPA
106
Clear Point Advisors
New York
$19.2K +$18K +200 New
VL
107
Vima LLC
Michigan
$18.7K +$17.5K +195 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$17.3K – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$16.5K – – –
FFA
110
Founders Financial Alliance
North Carolina
$14.6K – – –
DI
111
DAGCO Inc
Ohio
$12.8K +$12K +133 New
DWS
112
Dynamic Wealth Strategies
California
$12.8K +$12K +133 New
POIA
113
Pin Oak Investment Advisors
Texas
$7K – – –
Citigroup
114
Citigroup
New York
$6.04K – – –
WP
115
WealthShield Partners
North Carolina
$5.59K – – –
BWM
116
Baystate Wealth Management
Massachusetts
$5.05K – – –
MIM
117
MTM Investment Management
South Carolina
$4.79K – – –
Gradient Investments
118
Gradient Investments
Minnesota
$2.11K – – –
JP Morgan Chase
119
JP Morgan Chase
New York
$1.25K -$3.42K -38 -75%
AFO
120
Arrowroot Family Office
California
– -$235K -2,643 Closed
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
– -$222K -2,493 Closed
Truist Financial
122
Truist Financial
North Carolina
– -$220K -2,468 Closed
SCA
123
Stonebridge Capital Advisors
Minnesota
– -$26.8K -301 Closed
WWM
124
Wolff Wiese Magana
California
– -$5.78K -65 Closed