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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
$13.3M -$4.28M -50,636 -23%
SL
2
Salomon & Ludwin
Virginia
$10.8M +$11.9M +140,846 New
TC
3
Trilogy Capital
California
$10.3M +$8.26M +97,762 +272%
Bank of America
4
Bank of America
North Carolina
$10.1M +$53.1K +629 +0.5%
UBS Group
5
UBS Group
Switzerland
$8.65M -$110K -1,301 -1%
JIP
6
Jaffetilchin Investment Partners
Florida
$6.53M +$24.4K +289 +0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.32M -$10.1K -120 -0.1%
HCP
8
Holt Capital Partners
Texas
$6.1M -$186K -2,200 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.83M -$63.4K -750 -1%
LWA
10
Lowe Wealth Advisors
Maryland
$5.32M -$44K -521 -0.7%
Wells Fargo
11
Wells Fargo
California
$4.66M -$701K -8,300 -12%
LPL Financial
12
LPL Financial
California
$3.98M -$286K -3,381 -6%
Ameriprise
13
Ameriprise
Minnesota
$3.98M +$292K +3,455 +7%
SFG
14
StrategIQ Financial Group
Indiana
$3.46M +$994K +11,769 +35%
SMG
15
Smart Money Group
Texas
$3.25M +$3.56M +42,175 New
WDL
16
Well Done LLC
Michigan
$3.11M -$167K -1,977 -5%
CC
17
Claybrook Capital
Massachusetts
$3.11M +$3.41M +40,376 New
BFG
18
Beacon Financial Group
Texas
$2.98M -$161K -1,900 -5%
NFG
19
Nadler Financial Group
Illinois
$2.75M -$152K -1,794 -5%
CRC
20
Curi RMB Capital
Illinois
$2.66M -$120K -1,415 -4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.51M -$7.35K -87 -0.3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.15M -$9.8K -116 -0.4%
TCPWM
23
Traverso Chambers Private Wealth Management
California
$1.78M +$1.95M +23,078 New
CFA
24
Cahill Financial Advisors
Minnesota
$1.76M +$133K +1,575 +7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.58M -$20.5K -243 -1%
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