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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
101
ICA Group Wealth Management
Colorado
$33.1K – – –
Benjamin F. Edwards & Company
102
Benjamin F. Edwards & Company
Missouri
$32K +$97 +1 +0.3%
GEA
103
Glen Eagle Advisors
New Jersey
$30.5K – – –
HF
104
Halpern Financial
Virginia
$30.2K – – –
JFA
105
JNBA Financial Advisors
Minnesota
$30K – – –
Steward Partners Investment Advisory
106
Steward Partners Investment Advisory
New York
$23.5K – – –
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$20.7K – – –
AWM
108
Atticus Wealth Management
Florida
$20.4K – – –
CPA
109
Clear Point Advisors
New York
$20.4K – – –
CIAS
110
Capital Investment Advisory Services
North Carolina
$18.3K – – –
VL
111
Vima LLC
Michigan
$17.9K – – –
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$17.5K – – –
FFA
113
Founders Financial Alliance
North Carolina
$15.5K – – –
DWS
114
Dynamic Wealth Strategies
California
$14K – – –
POIA
115
Pin Oak Investment Advisors
Texas
$8K – – –
Citigroup
116
Citigroup
New York
$6.41K – – –
WP
117
WealthShield Partners
North Carolina
$5.94K – – –
MIM
118
MTM Investment Management
South Carolina
$5.09K – – –
ADL
119
Asset Dedication LLC
California
$4K -$33.9K -349 -90%
Gradient Investments
120
Gradient Investments
Minnesota
$2.04K -$194 -2 -9%
BWM
121
BKM Wealth Management
Wisconsin
– -$81.1K -43,577 Closed
Focus Financial Network
122
Focus Financial Network
Minnesota
– -$773K -8,063 Closed
Citadel Advisors
123
Citadel Advisors
Florida
– -$656K -6,840 Closed
GJIA
124
Glass Jacobson Investment Advisors
Maryland
– -$95.9K -1,000 Closed
AF
125
Advisornet Financial
Minnesota
– -$19.7K -205 Closed