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WisdomTree US AI Enhanced Value Fund
AIVL

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS
1
UBS
Switzerland
$40.3M +$40.7M +647,262 New
Morgan Stanley
2
Morgan Stanley
New York
$32.2M +$32.5M +516,970 New
Wells Fargo
3
Wells Fargo
California
$24.6M +$24.8M +394,258 New
Bank of America
4
Bank of America
North Carolina
$20.5M +$20.7M +329,266 New
SG Americas Securities
5
SG Americas Securities
New York
$17.4M +$17.6M +279,668 New
NFG
6
Nadler Financial Group
Illinois
$11.4M +$11.5M +183,469 New
ODCM
7
Old Dominion Capital Management
Virginia
$10.4M +$10.6M +167,665 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.1M +$10.2M +162,652 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.17M +$9.27M +147,205 New
JWM
10
Jacobus Wealth Management
Wisconsin
$8M +$8.09M +128,510 New
LPL Financial
11
LPL Financial
California
$7M +$7.08M +112,493 New
Raymond James Financial Services Advisors
12
Raymond James Financial Services Advisors
Florida
$6.41M +$6.48M +102,975 New
SouthState Corp
13
SouthState Corp
Florida
$6.06M +$6.12M +97,252 New
Gradient Investments
14
Gradient Investments
Minnesota
$5.7M +$5.76M +91,548 New
TCM
15
Twele Capital Management
Minnesota
$5.25M +$5.31M +84,322 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.86M +$4.91M +78,010 New
JIP
17
Jaffetilchin Investment Partners
Florida
$4.67M +$4.72M +75,008 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.64M +$4.69M +74,585 New
Ameriprise
19
Ameriprise
Minnesota
$3.78M +$3.83M +60,819 New
Placemark Investments
20
Placemark Investments
Illinois
$3.09M +$3.12M +49,617 New
MCWS
21
McKinley Carter Wealth Services
West Virginia
$2.77M +$2.8M +44,508 New
Ladenburg Thalmann Financial Services
22
Ladenburg Thalmann Financial Services
Florida
$2.55M +$2.57M +40,893 New
PAMG
23
Patton Albertson Miller Group
Tennessee
$2.45M +$2.48M +39,355 New
Stephens Inc
24
Stephens Inc
Arkansas
$2.37M +$2.39M +37,977 New
Cetera Advisor Networks
25
Cetera Advisor Networks
California
$2.34M +$2.36M +37,556 New
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