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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$38.5M -$3.68M -46,780 -9%
Morgan Stanley
2
Morgan Stanley
New York
$23.8M +$30.8K +392 +0.1%
Wells Fargo
3
Wells Fargo
California
$21.2M -$2.21M -28,151 -9%
UBS Group
4
UBS Group
Switzerland
$17M +$270K +3,429 +2%
ODCM
5
Old Dominion Capital Management
Virginia
$11.1M +$74.6K +949 +0.7%
HCP
6
Holt Capital Partners
Texas
$7.52M -$250K -3,175 -3%
JWM
7
Jacobus Wealth Management
Wisconsin
$7.3M -$390K -4,960 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.32M +$108K +1,376 +2%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.26M +$52.7K +670 +0.8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.11M +$497K +6,327 +9%
LWA
11
Lowe Wealth Advisors
Maryland
$5.83M -$34.7K -442 -0.6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.32M -$315K -4,009 -6%
WDL
13
Well Done LLC
Michigan
$4.65M -$22.9K -291 -0.5%
LPL Financial
14
LPL Financial
California
$4.39M +$371K +4,725 +9%
NFG
15
Nadler Financial Group
Illinois
$3.85M -$130K -1,648 -3%
FIG
16
FundX Investment Group
California
$3.79M +$1.66M +21,173 +78%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.47M +$66.5K +846 +2%
Ameriprise
18
Ameriprise
Minnesota
$3.44M +$607K +7,717 +21%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.79M -$30.7K -390 -1%
CFA
20
Cahill Financial Advisors
Minnesota
$2.73M -$31.8K -404 -1%
VC
21
Vicus Capital
Pennsylvania
$2.46M +$8.18K +104 +0.3%
BAM
22
Baring Asset Management
United Kingdom
$2.02M -$289K -3,680 -12%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$1.72M +$472 +6 +0%
Jane Street
24
Jane Street
New York
$1.72M -$708K -9,012 -29%
SFG
25
StrategIQ Financial Group
Indiana
$1.63M -$244K -3,102 -13%