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WisdomTree US AI Enhanced Value Fund
AIVL

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$66.6M +$1.76M +23,577 +3%
UBS Group
2
UBS Group
Switzerland
$37.8M +$36.9M +493,318 New
Bank of America
3
Bank of America
North Carolina
$35.9M +$7.75M +103,486 +28%
Wells Fargo
4
Wells Fargo
California
$34.3M +$1.46M +19,551 +5%
NFG
5
Nadler Financial Group
Illinois
$15.4M +$285K +3,807 +2%
ODCM
6
Old Dominion Capital Management
Virginia
$12.1M -$329K -4,401 -3%
Chevy Chase Trust
7
Chevy Chase Trust
Maryland
$10.1M -$971K -12,972 -9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.63M +$390K +5,216 +4%
JWM
9
Jacobus Wealth Management
Wisconsin
$9.25M -$322K -4,298 -3%
HCP
10
Holt Capital Partners
Texas
$7.58M +$184K +2,465 +3%
LPL Financial
11
LPL Financial
California
$6.65M -$134K -1,795 -2%
LWA
12
Lowe Wealth Advisors
Maryland
$6.62M +$6.46M +86,338 New
PI
13
Placemark Investments
Illinois
$6.51M +$150K +2,010 +2%
TCM
14
Twele Capital Management
Minnesota
$6.49M – – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.29M -$137K -1,829 -2%
JIP
16
Jaffetilchin Investment Partners
Florida
$5.9M +$54.5K +728 +1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.46M +$1.26M +16,892 +31%
Stifel Financial
18
Stifel Financial
Missouri
$3.83M +$102K +1,368 +3%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.4M -$10K -134 -0.3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$3.16M +$1.61M +21,558 +110%
CFA
21
Cahill Financial Advisors
Minnesota
$3.01M +$42.2K +564 +1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.78M +$431K +5,755 +19%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$2.68M +$74.8K +1,000 +3%
AIG
24
American International Group
New York
$2.54M +$59K +788 +2%
VC
25
Vicus Capital
Pennsylvania
$2.32M -$10.7K -143 -0.5%
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