We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.4M +$67.8K +827 +0.3%
Bank of America
2
Bank of America
North Carolina
$19.6M -$16.6M -202,893 -46%
Wells Fargo
3
Wells Fargo
California
$16.4M -$588K -7,173 -3%
UBS Group
4
UBS Group
Switzerland
$16.1M -$788K -9,603 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.15M +$1.48M +18,014 +22%
JP Morgan Private Wealth Advisors
6
JP Morgan Private Wealth Advisors
California
$8.06M +$6.74M +82,150 +530%
HCP
7
Holt Capital Partners
Texas
$7.8M -$32.8K -400 -0.4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.84M +$257K +3,137 +4%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.68M +$52.9K +645 +0.8%
JWM
10
Jacobus Wealth Management
Wisconsin
$6.54M -$755K -9,200 -10%
LWA
11
Lowe Wealth Advisors
Maryland
$5.99M -$121K -1,472 -2%
Raymond James Financial Services Advisors
12
Raymond James Financial Services Advisors
Florida
$5.52M -$166K -2,028 -3%
WDL
13
Well Done LLC
Michigan
$4.85M -$182K -2,216 -4%
LPL Financial
14
LPL Financial
California
$4.76M -$36.6K -446 -0.8%
Ameriprise
15
Ameriprise
Minnesota
$3.98M +$117K +1,430 +3%
Ladenburg Thalmann Financial Services
16
Ladenburg Thalmann Financial Services
Florida
$3.88M -$38.1K -464 -1%
NFG
17
Nadler Financial Group
Illinois
$3.82M -$109K -1,328 -3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.95M -$18.5K -226 -0.6%
VC
19
Vicus Capital
Pennsylvania
$2.67M +$110K +1,344 +4%
CFA
20
Cahill Financial Advisors
Minnesota
$2.62M -$16.8K -205 -0.6%
Jane Street
21
Jane Street
New York
$1.84M -$45.9K -559 -2%
BAM
22
Baring Asset Management
United Kingdom
$1.83M -$8.2K -100 -0.4%
Cetera Advisor Networks
23
Cetera Advisor Networks
California
$1.77M +$1.1M +13,418 +167%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$1.76M -$41.4K -505 -2%
SFG
25
StrategIQ Financial Group
Indiana
$1.76M +$30.4K +370 +2%