We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$34.4M -$2.48M -36,522 -7%
Morgan Stanley
2
Morgan Stanley
New York
$32.7M -$3.74M -55,025 -11%
Wells Fargo
3
Wells Fargo
California
$23.7M -$3.24M -47,624 -12%
JWM
4
Jacobus Wealth Management
Wisconsin
$17.8M +$8.77M +129,003 +101%
Bank of America
5
Bank of America
North Carolina
$16.7M -$223K -3,280 -1%
NFG
6
Nadler Financial Group
Illinois
$13M -$366K -5,390 -3%
ODCM
7
Old Dominion Capital Management
Virginia
$11.5M -$293K -4,304 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.2M +$4.46M +65,576 +82%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.67M -$263K -3,876 -3%
HCP
10
Holt Capital Partners
Texas
$6.68M +$501K +7,375 +8%
LPL Financial
11
LPL Financial
California
$6.05M -$683K -10,043 -10%
TCM
12
Twele Capital Management
Minnesota
$5.95M +$20.8K +306 +0.4%
PI
13
Placemark Investments
Illinois
$5.78M +$103K +1,514 +2%
JIP
14
Jaffetilchin Investment Partners
Florida
$5.34M +$26K +382 +0.5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.86M +$146K +2,154 +4%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.06M -$116K -1,712 -4%
Goldman Sachs
17
Goldman Sachs
New York
$2.99M +$990K +14,562 +52%
SC
18
SouthState Corp
Florida
$2.91M -$2.75M -40,510 -49%
SG Americas Securities
19
SG Americas Securities
New York
$2.87M +$224K +3,294 +9%
CFA
20
Cahill Financial Advisors
Minnesota
$2.8M +$165K +2,422 +6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.13M -$115K -1,699 -5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.08M +$260K +3,830 +15%
LIA
23
LBMC Investment Advisors
Tennessee
$2.06M +$884 +13 +0%
BII
24
Baring International Investment
United Kingdom
$2.06M +$2.01M +29,558 New
SI
25
SII Investments
Wisconsin
$2.04M +$5.64K +83 +0.3%
1
2 3 4 5