We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$27.4M +$3.13M +43,999 +12%
Morgan Stanley
2
Morgan Stanley
New York
$24.3M -$10.1M -142,355 -28%
Bank of America
3
Bank of America
North Carolina
$20.3M -$10.5M -147,157 -33%
UBS Group
4
UBS Group
Switzerland
$15.7M -$2.02M -28,366 -11%
ODCM
5
Old Dominion Capital Management
Virginia
$9.91M -$163K -2,295 -2%
JWM
6
Jacobus Wealth Management
Wisconsin
$7.39M -$226K -3,175 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.34M -$1.33M -18,677 -15%
HCP
8
Holt Capital Partners
Texas
$7.06M -$13.2K -185 -0.2%
LWA
9
Lowe Wealth Advisors
Maryland
$5.68M -$69.4K -974 -1%
TCM
10
Twele Capital Management
Minnesota
$5.58M -$82.7K -1,161 -1%
JIP
11
Jaffetilchin Investment Partners
Florida
$5.17M -$69.8K -980 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.16M -$1.81M -25,473 -25%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.62M -$167K -2,340 -3%
NFG
14
Nadler Financial Group
Illinois
$4.5M -$7.5M -105,303 -61%
LPL Financial
15
LPL Financial
California
$3.94M -$2.6M -36,451 -39%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.81M +$3.27M +45,944 +429%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.38M -$205K -2,872 -5%
Jane Street
18
Jane Street
New York
$3.07M +$1.43M +20,072 +78%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.91M -$717K -10,066 -19%
CFA
20
Cahill Financial Advisors
Minnesota
$2.48M -$54.1K -760 -2%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.46M -$12.9K -181 -0.5%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.29M -$1.01M -14,119 -29%
VC
23
Vicus Capital
Pennsylvania
$2.1M -$52.8K -742 -2%
BAM
24
Baring Asset Management
United Kingdom
$2.01M -$127K -1,790 -6%
Chevy Chase Trust
25
Chevy Chase Trust
Maryland
$1.99M -$346K -4,857 -14%