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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PIS
101
POM Investment Strategies
North Carolina
$39.1K
Bank of America
102
Bank of America
North Carolina
$38.3K +$38K +333 New
AFG
103
Albion Financial Group
Utah
$37.4K -$6.27K -55 -14%
SPIA
104
Steward Partners Investment Advisory
New York
$37.3K
RDFA
105
Ritter Daniher Financial Advisory
Ohio
$35.1K +$34.8K +305 New
JFA
106
JNBA Financial Advisors
Minnesota
$33.9K
AF
107
Allworth Financial
California
$33.1K
NSIM
108
North Star Investment Management
Illinois
$32.9K
HFS
109
Hughes Financial Services
Virginia
$29.1K
IAIM
110
International Assets Investment Management
Florida
$26.4K +$26.2K +230 New
QWM
111
Quaker Wealth Management
New Jersey
$26K
CIAS
112
Capital Investment Advisory Services
North Carolina
$20.7K
DWS
113
Dynamic Wealth Strategies
California
$13.5K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$10K
GEA
115
Glen Eagle Advisors
New Jersey
$7.36K -$22.8K -200 -76%
WP
116
WealthShield Partners
North Carolina
$6.71K
MIM
117
MTM Investment Management
South Carolina
$5.75K
AWM
118
AE Wealth Management
Kansas
$4.17K +$4.1K +36 New
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
-$809K -7,080 Closed
VA
120
VestGen Advisors
Illinois
-$408K -3,566 Closed
TRCT
121
Tower Research Capital (TRC)
New York
-$335K -2,929 Closed
SP
122
Sequent Planning
Nebraska
-$214K -1,872 Closed
BJL
123
Brighton Jones LLC
Washington
-$212K -1,853 Closed
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
-$91.4K -800 Closed
S
125
SignatureFD
Georgia
-$56.4K -494 Closed