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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
126
Northwest Wealth Management
Iowa
$6K – – –
Gradient Investments
127
Gradient Investments
Minnesota
$4K – – –
TCI Wealth Advisors
128
TCI Wealth Advisors
Arizona
$4K – – –
Citadel Advisors
129
Citadel Advisors
Florida
– -$3.91M -46,199 Closed
CWM
130
Capital Wealth Management
Rhode Island
– -$1.97M -23,355 Closed
Cetera Advisor Networks
131
Cetera Advisor Networks
California
– -$1.56M -18,507 Closed
HPWM
132
Highland Private Wealth Management
Washington
– -$1.06M -12,523 Closed
PAG
133
Private Advisory Group
Washington
– -$1.06M -12,523 Closed
First Allied Advisory Services
134
First Allied Advisory Services
California
– -$206K -2,453 Closed
CCA
135
Clearwater Capital Advisors
Illinois
– -$158K -1,874 Closed
Stratos Wealth Partners
136
Stratos Wealth Partners
Ohio
– -$106K -1,256 Closed
SFSIG
137
San Francisco Sentry Investment Group
California
– -$91K -1,075 Closed
IHT Wealth Management
138
IHT Wealth Management
Illinois
– -$46K -555 Closed
Avantax Planning Partners
139
Avantax Planning Partners
Iowa
– -$28K -337 Closed
Loring Wolcott & Coolidge Fiduciary Advisors
140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$28K -327 Closed
Avior Wealth Management
141
Avior Wealth Management
Nebraska
– -$26K -306 Closed
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$17K -197 Closed
PFGIA
143
Patriot Financial Group Insurance Agency
Massachusetts
– -$9K -110 Closed
SWP
144
Strategic Wealth Partners
Ohio
– +$345 +4 New