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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
$22.3M -$867K -10,476 -4%
Bank of America
2
Bank of America
North Carolina
$19M -$157K -1,895 -0.8%
Wells Fargo
3
Wells Fargo
California
$16M -$95.7K -1,156 -0.6%
UBS Group
4
UBS Group
Switzerland
$12.2M -$2M -24,181 -14%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$9.31M +$634K +7,661 +7%
HCP
6
Holt Capital Partners
Texas
$7.85M -$20.7K -250 -0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.83M +$950K +11,475 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.56M -$165K -1,995 -2%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.94M +$123K +1,487 +2%
LWA
10
Lowe Wealth Advisors
Maryland
$6.02M -$53.8K -650 -0.9%
WDL
11
Well Done LLC
Michigan
$5.83M +$395K +4,779 +7%
JWM
12
Jacobus Wealth Management
Wisconsin
$5.53M -$856K -10,345 -14%
LPL Financial
13
LPL Financial
California
$4.52M -$359K -4,336 -7%
Ameriprise
14
Ameriprise
Minnesota
$4.5M +$336K +4,066 +8%
NFG
15
Nadler Financial Group
Illinois
$3.54M -$211K -2,553 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.13M -$2.48M -29,927 -45%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.97M -$46K -556 -2%
VC
18
Vicus Capital
Pennsylvania
$2.64M +$21.5K +260 +0.8%
SG Americas Securities
19
SG Americas Securities
New York
$2.3M +$89.2K +1,078 +4%
CFA
20
Cahill Financial Advisors
Minnesota
$2.3M -$43.3K -523 -2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2.02M -$1.34M -16,148 -40%
CAN
22
Cetera Advisor Networks
California
$1.85M -$102K -1,232 -5%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$1.8M +$662 +8 +0%
SFG
24
StrategIQ Financial Group
Indiana
$1.8M -$22.8K -276 -1%
RJA
25
Raymond James & Associates
Florida
$1.61M -$54.9K -663 -3%
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