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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
$10.6M -$161K -1,651 -2%
JIP
2
Jaffetilchin Investment Partners
Florida
$8.37M
Bank of America
3
Bank of America
North Carolina
$7.89M -$158K -1,618 -2%
SL
4
Salomon & Ludwin
Virginia
$7.36M -$107K -1,101 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.77M -$838K -8,595 -13%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$4.33M -$22.6K -232 -0.5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.3M -$32.1K -329 -0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.85M +$43K +441 +1%
Wells Fargo
9
Wells Fargo
California
$3.77M -$90.2K -925 -2%
GHA
10
GW Henssler & Associates
Georgia
$3.51M +$208K +2,130 +7%
LPL Financial
11
LPL Financial
California
$3.44M -$243K -2,494 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.02M -$58.1K -596 -2%
HCP
13
Holt Capital Partners
Texas
$2.96M -$158K -1,625 -5%
SPIA
14
Steward Partners Investment Advisory
New York
$2.83M -$2M -20,536 -42%
WPIC
15
White Pine Investment Company
Michigan
$2.79M +$55.8K +572 +2%
CRC
16
Curi RMB Capital
Illinois
$2.7M -$3.51K -36 -0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.67M +$684K +7,015 +36%
CFA
18
Cahill Financial Advisors
Minnesota
$2.23M +$10.3K +106 +0.5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.16M -$395K -4,047 -16%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.12M +$68.5K +702 +3%
WCM
21
WealthBridge Capital Management
Ohio
$2.1M -$152K -1,559 -7%
WDL
22
Well Done LLC
Michigan
$2.06M +$488 +5 +0%
UBS Group
23
UBS Group
Switzerland
$1.83M -$1.36M -13,973 -44%
AWM
24
Apollon Wealth Management
South Carolina
$1.77M +$1.7M +17,464 New
NFG
25
Nadler Financial Group
Illinois
$1.76M -$73.1K -750 -4%