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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62M +$23.6M +320,367 +61%
UBS
2
UBS
Switzerland
$36.6M +$198K +2,694 +0.5%
Wells Fargo
3
Wells Fargo
California
$31.4M +$4.31M +58,631 +16%
Bank of America
4
Bank of America
North Carolina
$26.8M +$1.27M +17,221 +5%
NFG
5
Nadler Financial Group
Illinois
$14.5M +$1.27M +17,274 +10%
ODCM
6
Old Dominion Capital Management
Virginia
$12M +$93.2K +1,268 +0.8%
Chevy Chase Trust
7
Chevy Chase Trust
Maryland
$10.6M -$88K -1,196 -0.8%
JWM
8
Jacobus Wealth Management
Wisconsin
$9.17M -$148K -2,010 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.83M -$113K -1,537 -1%
HCP
10
Holt Capital Partners
Texas
$7.07M +$57K +775 +0.8%
LPL Financial
11
LPL Financial
California
$6.43M +$229K +3,119 +4%
TCM
12
Twele Capital Management
Minnesota
$6.21M -$3.97K -54 -0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.15M -$54.3K -738 -0.9%
Placemark Investments
14
Placemark Investments
Illinois
$6.08M +$232K +3,151 +4%
JIP
15
Jaffetilchin Investment Partners
Florida
$5.59M +$46.3K +629 +0.8%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.98M -$164K -2,227 -4%
Stifel Financial
17
Stifel Financial
Missouri
$3.57M +$90.4K +1,229 +3%
Ladenburg Thalmann Financial Services
18
Ladenburg Thalmann Financial Services
Florida
$3.27M -$78.5K -1,068 -2%
CFA
19
Cahill Financial Advisors
Minnesota
$2.83M -$186K -2,523 -6%
SouthState Corp
20
SouthState Corp
Florida
$2.59M -$301K -4,089 -10%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.49M +$2.42M +32,874 +3,104%
AIG
22
American International Group
New York
$2.37M +$80.1K +1,089 +3%
Raymond James Financial Services Advisors
23
Raymond James Financial Services Advisors
Florida
$2.24M +$32.2K +438 +1%
VC
24
Vicus Capital
Pennsylvania
$2.23M +$216K +2,935 +11%
BAM
25
Baring Asset Management
United Kingdom
$2.23M +$2.23M +30,285 New