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WisdomTree US AI Enhanced Value Fund
AIVL

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
126
Orion Portfolio Solutions
Nebraska
$49K +$47.2K +529 New
VCP
127
Verus Capital Partners
Arizona
$49K +$47.5K +532 New
ACM
128
Allred Capital Management
Texas
$48.5K +$46.8K +524 New
CFA
129
Carroll Financial Associates
North Carolina
$44K – – –
VFA
130
Valeo Financial Advisors
Indiana
$42K – – –
CAL
131
Capital Analysts LLC
Pennsylvania
$33K – – –
ADL
132
Asset Dedication LLC
California
$32K – – –
SFS
133
Sowell Financial Services
Arkansas
$29K -$281K -3,145 -91%
SCA
134
Stonebridge Capital Advisors
Minnesota
$28K – – –
GEA
135
Glen Eagle Advisors
New Jersey
$27.8K – – –
NSIM
136
North Star Investment Management
Illinois
$27K – – –
CTC
137
Central Trust Company
Missouri
$26K +$25.3K +284 New
GWM
138
Geneos Wealth Management
Colorado
$23K – – –
MSFP
139
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
TSW
140
Thompson Siegel & Walmsley
Virginia
$22K – – –
FANJ
141
Financial Architects (New Jersey)
New Jersey
$19K – – –
MWC
142
MBM Wealth Consultants
Missouri
$19K – – –
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.5K – – –
HWM
144
Howard Wealth Management
Connecticut
$17K +$16.5K +185 New
WP
145
WealthShield Partners
North Carolina
$16K – – –
POIA
146
Pin Oak Investment Advisors
Texas
$14K – – –
MAM
147
Meeder Asset Management
Ohio
$12K +$11.4K +128 New
CFN
148
Cordasco Financial Network
Florida
$11K – – –
FA
149
Faithward Advisors
Pennsylvania
$10K +$9.37K +105 New
DY
150
Dowling & Yahnke
California
$9K +$8.92K +100 New
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7