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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
126
Thompson Siegel & Walmsley
Virginia
$21K
GSWM
127
Golden State Wealth Management
California
$21K +$20.7K +249 New
BBHC
128
Brown Brothers Harriman & Co
New York
$17K
MWC
129
MBM Wealth Consultants
Missouri
$17K
OWA
130
One Wealth Advisors
California
$16K +$15.8K +190 New
WP
131
WealthShield Partners
North Carolina
$15K
CWA
132
Clarus Wealth Advisors
Arizona
$13K
POIA
133
Pin Oak Investment Advisors
Texas
$13K
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$12K +$12K +144 New
MG
135
MilWealth Group
Wisconsin
$11.6K
CFN
136
Cordasco Financial Network
Florida
$10K
HGWM
137
Harvest Group Wealth Management
Massachusetts
$8K +$8.15K +98 New
NWM
138
Northwest Wealth Management
Iowa
$6K
AF
139
Allworth Financial
California
$5K
GI
140
Gradient Investments
Minnesota
$4K
TWA
141
TCI Wealth Advisors
Arizona
$4K
CC
142
Claybrook Capital
Massachusetts
-$3.11M -40,376 Closed
CA
143
Cetera Advisors
Colorado
-$1.06M -13,809 Closed
LWS
144
Lucia Wealth Services
California
-$823K -10,689 Closed
EAM
145
Evanson Asset Management
California
-$440K -5,710 Closed
RWM
146
Raffa Wealth Management
District of Columbia
-$390K -5,060 Closed
TSS
147
Two Sigma Securities
New York
-$387K -5,029 Closed
AIC
148
Ameritas Investment Company
Nebraska
-$360K -4,679 Closed
PAG
149
Private Advisor Group
New Jersey
-$202K -2,621 Closed
LNB
150
Ledyard National Bank
-$31K -400 Closed