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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
101
Allworth Financial
California
$37.8K -$31.8K -287 -46%
PIS
102
POM Investment Strategies
North Carolina
$36.2K – – –
JFA
103
JNBA Financial Advisors
Minnesota
$31.4K – – –
AWM
104
Atticus Wealth Management
Florida
$21.3K – – –
AE Wealth Management
105
AE Wealth Management
Kansas
$20.2K +$21K +190 New
CIAS
106
Capital Investment Advisory Services
North Carolina
$19.2K – – –
FFA
107
Founders Financial Alliance
North Carolina
$16.2K – – –
JFG
108
JDM Financial Group
Texas
$16K – – –
WTFG
109
Wood Tarver Financial Group
Idaho
$14K +$15.5K +140 New
NWWA
110
New Wave Wealth Advisors
Arkansas
$11.2K +$11.6K +105 New
GEA
111
Glen Eagle Advisors
New Jersey
$10.7K – – –
POIA
112
Pin Oak Investment Advisors
Texas
$8K – – –
Citigroup
113
Citigroup
New York
$6.71K – – –
WP
114
WealthShield Partners
North Carolina
$6.21K – – –
Kestra Investment Management
115
Kestra Investment Management
Texas
$6.04K +$6.32K +57 New
MIM
116
MTM Investment Management
South Carolina
$5.33K – – –
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$320 -$8.2K -74 -96%
Citadel Advisors
118
Citadel Advisors
Florida
– -$1.27M -11,411 Closed
Sequoia Financial Advisors
119
Sequoia Financial Advisors
Ohio
– -$345K -3,100 Closed
Stratos Wealth Partners
120
Stratos Wealth Partners
Ohio
– -$235K -2,111 Closed
WesBanco Bank
121
WesBanco Bank
West Virginia
– -$219K -1,969 Closed
Brighton Jones LLC
122
Brighton Jones LLC
Washington
– -$205K -1,842 Closed
AFO
123
Arrowroot Family Office
California
– -$201K -1,805 Closed
ACM
124
Anfield Capital Management
California
– -$33.4K -300 Closed
CPA
125
Clear Point Advisors
New York
– -$22.3K -200 Closed