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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$7.77M +$37.7K +405 +0.5%
NFW
2
Noble Family Wealth
Florida
$7.76M +$7.88M +84,643 New
Morgan Stanley
3
Morgan Stanley
New York
$7.61M -$841K -9,039 -10%
SL
4
Salomon & Ludwin
Virginia
$6.06M -$31.5K -338 -0.5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.13M +$310K +3,336 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.73M +$23.7K +255 +0.6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.91M -$68.3K -734 -2%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$2.89M -$103K -1,102 -3%
HCP
9
Holt Capital Partners
Texas
$2.56M
LPL Financial
10
LPL Financial
California
$2.46M -$332K -3,564 -12%
WPIC
11
White Pine Investment Company
Michigan
$2.41M +$111K +1,197 +5%
CRC
12
Curi RMB Capital
Illinois
$2.17M
WCM
13
WealthBridge Capital Management
Ohio
$1.98M +$7.26K +78 +0.4%
CFA
14
Cahill Financial Advisors
Minnesota
$1.93M -$45K -484 -2%
WDL
15
Well Done LLC
Michigan
$1.78M -$16.7K -179 -0.9%
WIM
16
Westside Investment Management
California
$1.74M -$63.1K -678 -3%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.69M -$36.5K -392 -2%
PFS
18
Prospera Financial Services
Texas
$1.53M -$10.6K -114 -0.7%
TCPWM
19
Traverso Chambers Private Wealth Management
California
$1.51M +$372 +4 +0%
AWM
20
Apollon Wealth Management
South Carolina
$1.41M -$5.58K -60 -0.4%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.26M +$1.3K +14 +0.1%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.2M -$49.8K -535 -4%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.02M +$744 +8 +0.1%
Wells Fargo
24
Wells Fargo
California
$1.01M -$375K -4,031 -27%
FHB
25
First Hawaiian Bank
Hawaii
$957K