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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.2M +$164K +1,820 +0.8%
Bank of America
2
Bank of America
North Carolina
$11.8M +$210K +2,331 +2%
UBS Group
3
UBS Group
Switzerland
$10.3M -$813K -9,050 -7%
JIP
4
Jaffetilchin Investment Partners
Florida
$7.64M +$73.6K +819 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.44M -$380K -4,222 -5%
HCP
6
Holt Capital Partners
Texas
$7.36M -$60.7K -675 -0.8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.92M -$933K -10,381 -12%
LWA
8
Lowe Wealth Advisors
Maryland
$6.29M -$31.9K -355 -0.5%
Wells Fargo
9
Wells Fargo
California
$6.22M -$56.5K -629 -0.9%
LPL Financial
10
LPL Financial
California
$4.99M -$864K -9,611 -15%
Ameriprise
11
Ameriprise
Minnesota
$4.35M +$1.1M +12,223 +34%
WDL
12
Well Done LLC
Michigan
$3.83M -$146K -1,625 -4%
BFG
13
Beacon Financial Group
Texas
$3.69M -$55.6K -619 -1%
NFG
14
Nadler Financial Group
Illinois
$3.39M -$219K -2,438 -6%
TC
15
Trilogy Capital
California
$3.25M +$3.03M +33,679 +1,462%
CRC
16
Curi RMB Capital
Illinois
$3.25M -$45.4K -505 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.01M -$192K -2,139 -6%
SFG
18
StrategIQ Financial Group
Indiana
$3.01M +$1.07M +11,863 +55%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.96M -$4.49K -50 -0.2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.53M -$271K -3,017 -10%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$2.14M +$22.8K +254 +1%
CFA
22
Cahill Financial Advisors
Minnesota
$1.93M -$188K -2,093 -9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.88M +$82.9K +922 +5%
CAN
24
Cetera Advisor Networks
California
$1.72M +$1.71M +19,015 New
AIP
25
Ahrens Investment Partners
Louisiana
$1.72M +$62.9K +700 +4%