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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
$10.5M +$2.25M +23,179 +29%
JIP
2
Jaffetilchin Investment Partners
Florida
$8.85M +$41.5K +427 +0.5%
NFW
3
Noble Family Wealth
Florida
$8.56M -$36.4K -375 -0.4%
SL
4
Salomon & Ludwin
Virginia
$5.68M -$760K -7,828 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.39M -$303K -3,118 -7%
LPL Financial
6
LPL Financial
California
$3.2M -$89.2K -918 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.14M -$56.2K -579 -2%
CWM
8
Congress Wealth Management
Massachusetts
$2.75M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.56M -$93.8K -966 -4%
HCP
10
Holt Capital Partners
Texas
$2.42M
WCM
11
WealthBridge Capital Management
Ohio
$2.19M +$80.2K +826 +4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$2.13M -$247K -2,541 -11%
WPIC
13
White Pine Investment Company
Michigan
$2.06M -$11.4K -117 -0.6%
MCM
14
MAI Capital Management
Ohio
$1.85M +$1.76M +18,167 New
WIM
15
Westside Investment Management
California
$1.77M -$49K -504 -3%
CRC
16
Curi RMB Capital
Illinois
$1.74M -$186K -1,918 -10%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.65M +$776K +7,990 +98%
WDL
18
Well Done LLC
Michigan
$1.59M -$255K -2,629 -14%
AWM
19
Apollon Wealth Management
South Carolina
$1.58M -$1.46K -15 -0.1%
PFS
20
Prospera Financial Services
Texas
$1.5M -$155K -1,597 -10%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.42M -$62.6K -644 -4%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.38M -$18.1K -186 -1%
Wells Fargo
23
Wells Fargo
California
$1.25M +$36.9K +380 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.23M +$250K +2,570 +27%
BIA
25
Biondo Investment Advisors
Pennsylvania
$1.22M +$100K +1,030 +9%