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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Anchor Investment Management
South Carolina
$40.2K +$39.8K +351 New
PIS
102
POM Investment Strategies
North Carolina
$38.9K – – –
Steward Partners Investment Advisory
103
Steward Partners Investment Advisory
New York
$37K – – –
JFA
104
JNBA Financial Advisors
Minnesota
$33.7K – – –
Allworth Financial
105
Allworth Financial
California
$32.9K – – –
NSIM
106
North Star Investment Management
Illinois
$32.7K – – –
GEA
107
Glen Eagle Advisors
New Jersey
$30.2K +$18.6K +164 +164%
HFS
108
Hughes Financial Services
Virginia
$28.6K – – –
QWM
109
Quaker Wealth Management
New Jersey
$25.8K – – –
CIAS
110
Capital Investment Advisory Services
North Carolina
$20.6K – – –
FFA
111
Founders Financial Alliance
North Carolina
$17.4K +$17.3K +152 New
Principal Securities
112
Principal Securities
Iowa
$17.1K +$17K +150 New
Ameritas Advisory Services
113
Ameritas Advisory Services
Nebraska
$16.2K -$51.7K -455 -76%
DWS
114
Dynamic Wealth Strategies
California
$13.4K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$9.94K -$286K -2,516 -97%
WP
116
WealthShield Partners
North Carolina
$6.67K – – –
MIM
117
MTM Investment Management
South Carolina
$5.71K – – –
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
– -$536K -4,739 Closed
ACM
119
Altrius Capital Management
North Carolina
– -$417K -3,690 Closed
NA
120
Novus Advisors
South Carolina
– -$365K -3,230 Closed
EW
121
Element Wealth
Mississippi
– -$230K -2,030 Closed
OP
122
ORG Partners
Indiana
– -$62.6K -550 Closed
BA
123
Bristlecone Advisors
Washington
– -$59.8K -529 Closed
Mount Yale Investment Advisors
124
Mount Yale Investment Advisors
Colorado
– -$40.9K -362 Closed
AWM
125
Atticus Wealth Management
Florida
– -$22.6K -200 Closed