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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
$22.5K -$10K -100 -31%
Steward Partners Investment Advisory
102
Steward Partners Investment Advisory
New York
$22.2K -$901 -9 -4%
AWM
103
Atticus Wealth Management
Florida
$20K – – –
CPA
104
Clear Point Advisors
New York
$20K – – –
CIAS
105
Capital Investment Advisory Services
North Carolina
$18K – – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$17.2K – – –
FFA
107
Founders Financial Alliance
North Carolina
$15.2K – – –
JGIA
108
Jackson Grant Investment Advisers
Connecticut
$12.7K +$12.7K +127 New
DWS
109
Dynamic Wealth Strategies
California
$12K -$1.6K -16 -12%
GEA
110
Glen Eagle Advisors
New Jersey
$9.98K -$20K -200 -67%
POIA
111
Pin Oak Investment Advisors
Texas
$7K – – –
Citigroup
112
Citigroup
New York
$6.29K – – –
WP
113
WealthShield Partners
North Carolina
$5.82K – – –
MIM
114
MTM Investment Management
South Carolina
$4.99K – – –
ADL
115
Asset Dedication LLC
California
$3.79K – – –
Gradient Investments
116
Gradient Investments
Minnesota
$2K – – –
Apella Capital
117
Apella Capital
Connecticut
– -$464K -4,600 Closed
ITB
118
Idaho Trust Bank
Idaho
– -$285K -2,800 Closed
Wolverine Trading
119
Wolverine Trading
Illinois
– -$239K -2,349 Closed
MCM
120
Mengis Capital Management
Oregon
– -$234K -2,300 Closed
CIA
121
Cladis Investment Advisory
Montana
– -$204K -2,000 Closed
WesBanco Bank
122
WesBanco Bank
West Virginia
– -$200K -1,969 Closed
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
– -$20.7K -203 Closed
VL
124
Vima LLC
Michigan
– -$17.9K -195 Closed