We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$8.3M +$49.9K +555 +0.6%
NFW
2
Noble Family Wealth
Florida
$8.1M -$6.74K -75 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$7.66M +$1.44K +16 +0%
SL
4
Salomon & Ludwin
Virginia
$5.66M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.44M -$572K -6,363 -12%
LPL Financial
6
LPL Financial
California
$3.1M -$94.8K -1,054 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.01M -$160K -1,780 -5%
CWM
8
Congress Wealth Management
Massachusetts
$2.59M -$84.6K -941 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.5M -$162K -1,801 -6%
HCP
10
Holt Capital Partners
Texas
$2.28M -$382K -4,245 -15%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$2.25M -$195K -2,165 -8%
WCM
12
WealthBridge Capital Management
Ohio
$1.99M -$20.7K -230 -1%
WPIC
13
White Pine Investment Company
Michigan
$1.95M -$10.5K -117 -0.6%
CRC
14
Curi RMB Capital
Illinois
$1.83M -$27K -300 -2%
WDL
15
Well Done LLC
Michigan
$1.75M +$360 +4 +0%
WIM
16
Westside Investment Management
California
$1.72M -$26.3K -293 -2%
PFS
17
Prospera Financial Services
Texas
$1.57M -$1.08K -12 -0.1%
TCPWM
18
Traverso Chambers Private Wealth Management
California
$1.57M -$14.8K -165 -1%
AWM
19
Apollon Wealth Management
South Carolina
$1.49M +$12.8K +142 +0.9%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.4M -$309K -3,435 -19%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.32M +$1.8K +20 +0.1%
CFA
22
Cahill Financial Advisors
Minnesota
$1.28M -$420K -4,673 -26%
Wells Fargo
23
Wells Fargo
California
$1.14M +$79.8K +887 +8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.08M -$23.1K -257 -2%
BIA
25
Biondo Investment Advisors
Pennsylvania
$1.06M +$109K +1,210 +12%