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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
126
Pin Oak Investment Advisors
Texas
$10K
CFN
127
Cordasco Financial Network
Florida
$8K
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$74.2K -894 -89%
FA
129
Faithward Advisors
Pennsylvania
$7K
GI
130
Gradient Investments
Minnesota
$3K
NL
131
NVWM LLC
Pennsylvania
$3K
TWA
132
TCI Wealth Advisors
Arizona
$3K
HWA
133
HHM Wealth Advisors
Tennessee
$1K +$1.25K +15 New
WIM
134
Westside Investment Management
California
$910 +$1.17M +14,091 New
TC
135
Trilogy Capital
California
-$41.5M -452,105 Closed
SS
136
Simplicity Solutions
Minnesota
-$15.5M -167,210 Closed
Brown Advisory
137
Brown Advisory
Maryland
-$990K -10,694 Closed
BF
138
Blankinship & Foster
California
-$433K -4,676 Closed
HWA
139
HCR Wealth Advisors
California
-$430K -4,650 Closed
MCM
140
MAI Capital Management
Ohio
-$346K -3,741 Closed
MML Investors Services
141
MML Investors Services
Massachusetts
-$305K -3,295 Closed
LP
142
LGL Partners
Pennsylvania
-$276K -2,978 Closed
GT
143
Glenview Trust
Kentucky
-$234K -2,530 Closed
Chevy Chase Trust
144
Chevy Chase Trust
Maryland
-$219K -2,377 Closed
SDH
145
Sloy Dahl & Holst
Washington
-$217K -2,353 Closed
PCA
146
Personal Capital Advisors
California
-$215K -2,329 Closed
SWM
147
Sculati Wealth Management
Michigan
-$213K -2,306 Closed
EH
148
Equitable Holdings
New York
-$211K -2,280 Closed
CF
149
Centaurus Financial
California
-$135K -1,464 Closed
OPS
150
Orion Portfolio Solutions
Nebraska
-$49K -529 Closed