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WisdomTree US AI Enhanced Value Fund
AIVL

Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$36.2M +$1.28M +19,297 +4%
Morgan Stanley
2
Morgan Stanley
New York
$35.8M -$436K -6,553 -1%
Wells Fargo
3
Wells Fargo
California
$26.5M +$202K +3,033 +0.8%
Bank of America
4
Bank of America
North Carolina
$16.6M -$2.77M -41,614 -15%
NFG
5
Nadler Financial Group
Illinois
$13.1M +$178K +2,677 +1%
ODCM
6
Old Dominion Capital Management
Virginia
$11.6M +$166K +2,498 +2%
JWM
7
Jacobus Wealth Management
Wisconsin
$8.76M -$49.7K -747 -0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.75M +$870K +13,085 +11%
LPL Financial
9
LPL Financial
California
$6.61M -$189K -2,835 -3%
HCP
10
Holt Capital Partners
Texas
$6.04M +$5.84M +87,775 New
TCM
11
Twele Capital Management
Minnesota
$5.8M +$266 +4 +0%
SC
12
SouthState Corp
Florida
$5.63M -$78K -1,173 -1%
PI
13
Placemark Investments
Illinois
$5.55M +$105K +1,581 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.52M -$5.6M -84,117 -51%
JIP
15
Jaffetilchin Investment Partners
Florida
$5.21M -$8.52K -128 -0.2%
DS
16
DRW Securities
Illinois
$4.38M +$3.23M +48,594 +321%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.63M +$64.4K +968 +2%
VF
18
Virtu Financial
New York
$3.21M +$921K +13,845 +42%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.12M +$376K +5,652 +14%
Ameriprise
20
Ameriprise
Minnesota
$2.91M -$31.3K -471 -1%
SI
21
Stephens Inc
Arkansas
$2.73M +$12.8K +193 +0.5%
MCWS
22
McKinley Carter Wealth Services
West Virginia
$2.6M -$245K -3,689 -9%
SG Americas Securities
23
SG Americas Securities
New York
$2.59M -$15.1M -227,641 -86%
CFA
24
Cahill Financial Advisors
Minnesota
$2.57M +$2.49M +37,405 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.21M +$690K +10,376 +48%
1
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