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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
126
Financial Architects (New Jersey)
New Jersey
$17K -$59.5K -700 -78%
MWC
127
MBM Wealth Consultants
Missouri
$17K
CWA
128
Clarus Wealth Advisors
Arizona
$13K
POIA
129
Pin Oak Investment Advisors
Texas
$13K
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$12K
DWM
131
Doyle Wealth Management
Florida
$12K +$12.3K +145 New
CFN
132
Cordasco Financial Network
Florida
$10K
GSWM
133
Golden State Wealth Management
California
$8K -$12.7K -149 -60%
AF
134
Allworth Financial
California
$5K
MG
135
MilWealth Group
Wisconsin
$4.69K -$6.88K -81 -60%
GI
136
Gradient Investments
Minnesota
$4K
TWA
137
TCI Wealth Advisors
Arizona
$4K
AA
138
Ancora Advisors
Ohio
-$462K -5,400 Closed
SWM
139
SeaCrest Wealth Management
New York
-$60K -700 Closed
GWMIA
140
Global Wealth Management Investment Advisory
Florida
-$30K -350 Closed
BMM
141
Buffington Mohr McNeal
Idaho
-$24K -275 Closed
BBHC
142
Brown Brothers Harriman & Co
New York
-$17K -200 Closed
OWA
143
One Wealth Advisors
California
-$16K -190 Closed
WP
144
WealthShield Partners
North Carolina
-$15K -175 Closed
HGWM
145
Harvest Group Wealth Management
Massachusetts
-$8.33K -98 Closed
NWM
146
Northwest Wealth Management
Iowa
-$6K -65 Closed