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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$13.7M -$146K -1,647 -1%
Morgan Stanley
2
Morgan Stanley
New York
$11.4M -$2.71M -30,578 -20%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.31M +$8.2M +92,466 +1,480%
JIP
4
Jaffetilchin Investment Partners
Florida
$7.81M
SL
5
Salomon & Ludwin
Virginia
$7.54M -$247K -2,781 -3%
Bank of America
6
Bank of America
North Carolina
$7.42M -$78.7K -887 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.89M +$197K +2,217 +4%
SPIA
8
Steward Partners Investment Advisory
New York
$4.61M +$40.4K +456 +0.9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.07M +$96.4K +1,087 +3%
HCP
10
Holt Capital Partners
Texas
$4.07M -$497K -5,600 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.96M +$1.28M +14,425 +52%
Wells Fargo
12
Wells Fargo
California
$3.69M -$69.4K -783 -2%
LPL Financial
13
LPL Financial
California
$3.53M +$81.9K +924 +3%
BFG
14
Beacon Financial Group
Texas
$3.47M
UBS Group
15
UBS Group
Switzerland
$3.41M -$76.3K -860 -2%
Ameriprise
16
Ameriprise
Minnesota
$3.32M +$383K +4,322 +14%
CRC
17
Curi RMB Capital
Illinois
$3.09M -$15.5K -175 -0.5%
GHA
18
GW Henssler & Associates
Georgia
$2.81M +$140K +1,579 +6%
WPIC
19
White Pine Investment Company
Michigan
$2.43M +$59.6K +672 +3%
WCM
20
WealthBridge Capital Management
Ohio
$2.18M -$33.8K -381 -2%
CFA
21
Cahill Financial Advisors
Minnesota
$2.14M +$3.19K +36 +0.2%
CAN
22
Cetera Advisor Networks
California
$2.13M -$1.22M -13,775 -38%
WDL
23
Well Done LLC
Michigan
$2.08M -$96K -1,083 -5%
NFG
24
Nadler Financial Group
Illinois
$1.93M -$178K -2,010 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.91M -$291K -3,280 -14%