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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
126
Geneos Wealth Management
Colorado
$25K – – –
Thompson Siegel & Walmsley
127
Thompson Siegel & Walmsley
Virginia
$24K – – –
RDIA
128
RE Dickinson Investment Advisors
Iowa
$24K +$22.8K +234 New
AF
129
Advisornet Financial
Minnesota
$21K – – –
AWM
130
Atticus Wealth Management
Florida
$20K +$19.5K +200 New
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$18K +$10.7K +110 +159%
POIA
132
Pin Oak Investment Advisors
Texas
$15K – – –
FFA
133
Founders Financial Alliance
North Carolina
$15K +$14.8K +152 New
WWM
134
Wolff Wiese Magana
California
$13K – – –
Citigroup
135
Citigroup
New York
$10K – – –
SCA
136
Snowden Capital Advisors
New York
$6K +$6.63K +68 New
Gradient Investments
137
Gradient Investments
Minnesota
$2K – – –
AHIA
138
Andrew Hill Investment Advisors
Florida
$2K +$2.73K +28 New
WIM
139
Westside Investment Management
California
$1.96K +$71.3K +731 +4%
IHWM
140
Iron Horse Wealth Management
Iowa
$1K – – –
Goldman Sachs
141
Goldman Sachs
New York
– -$839K -8,923 Closed
BOS
142
Bingham Osborn & Scarborough
California
– -$369K -3,924 Closed
SignatureFD
143
SignatureFD
Georgia
– -$81K -859 Closed
JCM
144
Jacobi Capital Management
Pennsylvania
– -$63K -667 Closed
APWA
145
Atlas Private Wealth Advisors
New Jersey
– -$17K -184 Closed
Barclays
146
Barclays
United Kingdom
– -$3K -28 Closed