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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
$7.98M +$47.1K +517 +0.6%
NFW
2
Noble Family Wealth
Florida
$7.91M -$8.02K -88 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$7.52M -$232K -2,547 -3%
SL
4
Salomon & Ludwin
Virginia
$6.04M -$147K -1,619 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.09M -$144K -1,582 -3%
LPL Financial
6
LPL Financial
California
$2.86M +$338K +3,715 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.82M -$147K -1,615 -5%
HCP
8
Holt Capital Partners
Texas
$2.62M
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$2.43M -$510K -5,597 -18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.23M -$1.53M -16,756 -41%
WPIC
11
White Pine Investment Company
Michigan
$2.12M -$329K -3,610 -14%
CRC
12
Curi RMB Capital
Illinois
$2.11M -$103K -1,130 -5%
WCM
13
WealthBridge Capital Management
Ohio
$2.06M +$38K +417 +2%
CFA
14
Cahill Financial Advisors
Minnesota
$1.87M -$96.3K -1,057 -5%
WDL
15
Well Done LLC
Michigan
$1.81M -$2.46K -27 -0.1%
WIM
16
Westside Investment Management
California
$1.7M -$77.2K -848 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.66M -$62.1K -682 -4%
PFS
18
Prospera Financial Services
Texas
$1.59M +$22.7K +249 +1%
Citadel Advisors
19
Citadel Advisors
Florida
$1.57M +$864K +9,490 +130%
TCPWM
20
Traverso Chambers Private Wealth Management
California
$1.54M +$364 +4 +0%
AWM
21
Apollon Wealth Management
South Carolina
$1.45M +$5.01K +55 +0.4%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.28M +$1.64K +18 +0.1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.2M -$18.2K -200 -2%
Cerity Partners
24
Cerity Partners
New York
$1.14M +$1.11M +12,240 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.08M +$33.9K +372 +3%