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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SignatureFD
101
SignatureFD
Georgia
$55.8K – – –
JP Morgan Chase
102
JP Morgan Chase
New York
$55.4K – – –
1IA
103
1620 Investment Advisors
Massachusetts
$48.6K -$4.86K -45 -9%
AFG
104
Albion Financial Group
Utah
$43K – – –
Mount Yale Investment Advisors
105
Mount Yale Investment Advisors
Colorado
$40.9K +$39.1K +362 New
GWS
106
Glassman Wealth Services
Virginia
$40.4K – – –
PIS
107
POM Investment Strategies
North Carolina
$38.4K – – –
Steward Partners Investment Advisory
108
Steward Partners Investment Advisory
New York
$36.6K – – –
JFA
109
JNBA Financial Advisors
Minnesota
$33.4K – – –
Allworth Financial
110
Allworth Financial
California
$32.6K – – –
NSIM
111
North Star Investment Management
Illinois
$32.3K – – –
HFS
112
Hughes Financial Services
Virginia
$28.3K – – –
QWM
113
Quaker Wealth Management
New Jersey
$25.6K +$24.4K +226 New
AWM
114
Atticus Wealth Management
Florida
$22.6K – – –
CIAS
115
Capital Investment Advisory Services
North Carolina
$20.4K – – –
WTFG
116
Wood Tarver Financial Group
Idaho
$15K – – –
DWS
117
Dynamic Wealth Strategies
California
$13.2K – – –
GEA
118
Glen Eagle Advisors
New Jersey
$11.3K – – –
POIA
119
Pin Oak Investment Advisors
Texas
$8K – – –
WP
120
WealthShield Partners
North Carolina
$6.59K – – –
MIM
121
MTM Investment Management
South Carolina
$5.65K – – –
AFM
122
Armstrong Fleming & Moore
District of Columbia
– -$413K -3,762 Closed
GWMI
123
Guardian Wealth Management (Illinois)
Illinois
– -$54.4K -495 Closed
FAM
124
Flaharty Asset Management
Florida
– -$45.9K -418 Closed
Coldstream Capital Management
125
Coldstream Capital Management
Washington
– -$30.2K -275 Closed