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WisdomTree US AI Enhanced Value Fund
AIVL

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$15M +$8.1M +82,793 +100%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$13.7M -$417K -4,256 -3%
Morgan Stanley
3
Morgan Stanley
New York
$10.8M -$914K -9,336 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.45M -$151K -1,540 -2%
Bank of America
5
Bank of America
North Carolina
$7.76M +$110K +1,128 +1%
SL
6
Salomon & Ludwin
Virginia
$7.38M -$401K -4,096 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.68M +$620K +6,333 +10%
SPIA
8
Steward Partners Investment Advisory
New York
$4.73M -$17.1K -175 -0.4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.15M -$50.8K -519 -1%
Wells Fargo
10
Wells Fargo
California
$3.9M +$90.3K +923 +2%
Ameriprise
11
Ameriprise
Minnesota
$3.83M +$401K +4,102 +12%
LPL Financial
12
LPL Financial
California
$3.56M -$89.8K -917 -2%
UBS Group
13
UBS Group
Switzerland
$3.21M -$305K -3,121 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.05M -$1.04M -10,647 -25%
GHA
15
GW Henssler & Associates
Georgia
$3.05M +$156K +1,597 +5%
HCP
16
Holt Capital Partners
Texas
$3.01M -$1.19M -12,200 -28%
CRC
17
Curi RMB Capital
Illinois
$2.9M -$283K -2,891 -9%
WPIC
18
White Pine Investment Company
Michigan
$2.56M +$48.7K +498 +2%
CAN
19
Cetera Advisor Networks
California
$2.32M +$120K +1,231 +5%
WCM
20
WealthBridge Capital Management
Ohio
$2.21M -$33.7K -344 -1%
CFA
21
Cahill Financial Advisors
Minnesota
$2.18M -$35K -358 -2%
WDL
22
Well Done LLC
Michigan
$2.12M -$22.8K -233 -1%
NFG
23
Nadler Financial Group
Illinois
$1.89M -$102K -1,045 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.88M -$92.8K -948 -5%
TCPWM
25
Traverso Chambers Private Wealth Management
California
$1.63M +$587 +6 +0%
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