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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$14K +$15K +178 +5,933%
WP
127
WealthShield Partners
North Carolina
$13K – – –
CA
128
Claro Advisors
Massachusetts
$13K +$11.8K +140 New
CWA
129
Clarus Wealth Advisors
Arizona
$12K -$8.62K -102 -40%
DWM
130
Doyle Wealth Management
Florida
$11K +$12.3K +145 New
POIA
131
Pin Oak Investment Advisors
Texas
$11K +$12.5K +148 New
MG
132
MilWealth Group
Wisconsin
$10.4K +$11.5K +136 New
W
133
WealthOne
New York
$10K +$10.6K +125 New
CFN
134
Cordasco Financial Network
Florida
$9K – – –
Allworth Financial
135
Allworth Financial
California
$5K – – –
NWM
136
Northwest Wealth Management
Iowa
$5K – – –
Gradient Investments
137
Gradient Investments
Minnesota
$4K – – –
TCI Wealth Advisors
138
TCI Wealth Advisors
Arizona
$3K – – –
Raymond James Financial Services Advisors
139
Raymond James Financial Services Advisors
Florida
– -$3.01M -33,306 Closed
RCAG
140
Rehmann Capital Advisory Group
Michigan
– -$2.14M -23,635 Closed
Jane Street
141
Jane Street
New York
– -$1.35M -16,016 Closed
JP Morgan Private Wealth Advisors
142
JP Morgan Private Wealth Advisors
California
– -$583K -6,448 Closed
WLIM
143
White Lighthouse Investment Management
Massachusetts
– -$253K -2,795 Closed
HWA
144
HCR Wealth Advisors
California
– -$219K -2,550 Closed
Glenview Trust
145
Glenview Trust
Kentucky
– -$229K -2,530 Closed
MAI Capital Management
146
MAI Capital Management
Ohio
– -$222K -2,450 Closed
Annex Advisory Services
147
Annex Advisory Services
Wisconsin
– -$202K -2,239 Closed
Stratos Wealth Partners
148
Stratos Wealth Partners
Ohio
– -$182K -2,008 Closed
SFM
149
Signet Financial Management
New Jersey
– -$81K -900 Closed
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
– -$54K -600 Closed