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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
$37.1M -$25.3M -332,882 -40%
Bank of America
2
Bank of America
North Carolina
$33M -$4.89M -64,312 -13%
Wells Fargo
3
Wells Fargo
California
$26.7M -$9.83M -129,137 -26%
UBS Group
4
UBS Group
Switzerland
$19.3M -$9.02M -118,579 -31%
NFG
5
Nadler Financial Group
Illinois
$12.7M -$2.44M -32,121 -16%
ODCM
6
Old Dominion Capital Management
Virginia
$11M -$340K -4,462 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.41M +$97.2K +1,278 +1%
JWM
8
Jacobus Wealth Management
Wisconsin
$8.32M -$112K -1,468 -1%
HCP
9
Holt Capital Partners
Texas
$7.74M +$286K +3,762 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.52M -$6.47M -85,024 -45%
LPL Financial
11
LPL Financial
California
$6.83M +$113K +1,489 +2%
LWA
12
Lowe Wealth Advisors
Maryland
$6.29M -$21.5K -283 -0.3%
TCM
13
Twele Capital Management
Minnesota
$6.19M – – –
JIP
14
Jaffetilchin Investment Partners
Florida
$5.73M +$47.7K +627 +0.8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.23M -$656K -8,620 -11%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.92M -$261K -3,433 -6%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.91M +$142K +1,865 +4%
Citadel Advisors
18
Citadel Advisors
Florida
$3.66M +$2.41M +31,639 +175%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.55M +$1.46M +19,135 +66%
CFA
20
Cahill Financial Advisors
Minnesota
$2.77M -$17.2K -226 -0.6%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.71M +$51.3K +674 +2%
Chevy Chase Trust
22
Chevy Chase Trust
Maryland
$2.54M -$6.31M -82,893 -71%
BAM
23
Baring Asset Management
United Kingdom
$2.38M +$1.9K +25 +0.1%
VC
24
Vicus Capital
Pennsylvania
$2.36M +$25.2K +331 +1%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$2.19M +$165K +2,165 +8%
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