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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
$19.2M -$773K -8,963 -4%
Bank of America
2
Bank of America
North Carolina
$11.1M -$2.21M -25,635 -17%
UBS Group
3
UBS Group
Switzerland
$10.7M -$442K -5,129 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.55M -$1.15M -13,291 -13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.52M +$24.3K +282 +0.3%
JIP
6
Jaffetilchin Investment Partners
Florida
$7.27M +$20.2K +234 +0.3%
HCP
7
Holt Capital Partners
Texas
$7.13M -$6.03K -70 -0.1%
LWA
8
Lowe Wealth Advisors
Maryland
$6.08M +$34K +395 +0.6%
Wells Fargo
9
Wells Fargo
California
$6.04M -$10.1M -116,988 -63%
LPL Financial
10
LPL Financial
California
$5.63M -$415K -4,812 -7%
SMG
11
Smart Money Group
Texas
$4.08M +$4.05M +46,939 New
WDL
12
Well Done LLC
Michigan
$3.82M -$1.7M -19,697 -31%
BFG
13
Beacon Financial Group
Texas
$3.6M +$176K +2,037 +5%
NFG
14
Nadler Financial Group
Illinois
$3.47M -$41.3K -479 -1%
CRC
15
Curi RMB Capital
Illinois
$3.17M -$439K -5,095 -12%
Ameriprise
16
Ameriprise
Minnesota
$3.13M +$288K +3,343 +10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.08M +$32.9K +382 +1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.84M -$213K -2,471 -7%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.45M – – –
CFA
20
Cahill Financial Advisors
Minnesota
$2.04M -$11K -128 -0.5%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$2.03M +$1.94M +22,483 +2,504%
SFG
22
StrategIQ Financial Group
Indiana
$1.86M -$12.2K -141 -0.7%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$1.84M +$690 +8 +0%
VC
24
Vicus Capital
Pennsylvania
$1.84M -$395K -4,579 -18%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.73M -$80.1K -929 -4%
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