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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
101
Steward Partners Investment Advisory
New York
$50.8K +$24.8K +234 +105%
AFG
102
Albion Financial Group
Utah
$42.3K – – –
NSIM
103
North Star Investment Management
Illinois
$41.8K – – –
PIS
104
POM Investment Strategies
North Carolina
$37.8K – – –
ACM
105
Anfield Capital Management
California
$33.4K +$31.7K +300 New
HF
106
Halpern Financial
Virginia
$33.2K – – –
JFA
107
JNBA Financial Advisors
Minnesota
$32.8K – – –
AWM
108
Atticus Wealth Management
Florida
$22.3K – – –
CPA
109
Clear Point Advisors
New York
$22.3K – – –
CIAS
110
Capital Investment Advisory Services
North Carolina
$20K – – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$19.1K – – –
FFA
112
Founders Financial Alliance
North Carolina
$16.9K – – –
JFG
113
JDM Financial Group
Texas
$16.7K +$15.9K +150 New
DWS
114
Dynamic Wealth Strategies
California
$13K – – –
GEA
115
Glen Eagle Advisors
New Jersey
$11.1K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$8.57K +$8.14K +77 New
POIA
117
Pin Oak Investment Advisors
Texas
$8K – – –
Citigroup
118
Citigroup
New York
$7.01K – – –
WP
119
WealthShield Partners
North Carolina
$6.49K – – –
MIM
120
MTM Investment Management
South Carolina
$5.53K – – –
ADL
121
Asset Dedication LLC
California
$4.23K – – –
WPIC
122
White Pine Investment Company
Michigan
– -$286K -2,864 Closed
Ashton Thomas Private Wealth
123
Ashton Thomas Private Wealth
Arizona
– -$90.3K -905 Closed
IAIM
124
International Assets Investment Management
Florida
– -$24.1K -241 Closed
JGIA
125
Jackson Grant Investment Advisers
Connecticut
– -$12.7K -127 Closed