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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
$12.9M -$1.17M -16,291 -8%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.8M -$146K -2,036 -1%
SL
3
Salomon & Ludwin
Virginia
$7.64M -$2.25M -31,393 -23%
Bank of America
4
Bank of America
North Carolina
$6.43M -$283K -3,956 -4%
JIP
5
Jaffetilchin Investment Partners
Florida
$6.13M -$117K -1,637 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.36M -$474K -6,628 -8%
HCP
7
Holt Capital Partners
Texas
$5.07M -$414K -5,790 -8%
UBS Group
8
UBS Group
Switzerland
$3.7M -$248K -3,471 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.67M -$18.5K -258 -0.5%
LPL Financial
10
LPL Financial
California
$3.38M +$176K +2,459 +6%
SPIA
11
Steward Partners Investment Advisory
New York
$3.38M +$509K +7,110 +18%
Citadel Advisors
12
Citadel Advisors
Florida
$3.31M +$2.29M +32,048 +251%
BSAM
13
Blue Sky Asset Management
Colorado
$3.3M -$1.17M -16,307 -27%
Wells Fargo
14
Wells Fargo
California
$3.14M -$539K -7,530 -15%
Goldman Sachs
15
Goldman Sachs
New York
$3.04M +$2.95M +41,171 New
BFG
16
Beacon Financial Group
Texas
$2.96M -$90.2K -1,260 -3%
Ameriprise
17
Ameriprise
Minnesota
$2.95M -$284K -3,975 -9%
CAN
18
Cetera Advisor Networks
California
$2.78M -$203K -2,842 -7%
AI
19
Atria Investments
North Carolina
$2.69M +$598K +8,362 +30%
CRC
20
Curi RMB Capital
Illinois
$2.58M -$147K -2,057 -6%
AWM
21
AE Wealth Management
Kansas
$2.47M +$543K +7,587 +29%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.45M -$2.01M -28,021 -46%
SS
23
Simplicity Solutions
Minnesota
$2.37M +$2.3M +32,123 New
WDL
24
Well Done LLC
Michigan
$2.36M -$461K -6,445 -17%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.35M -$1.21M -16,881 -35%
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