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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
$10.2M -$99.9K -998 -1%
JIP
2
Jaffetilchin Investment Partners
Florida
$8.73M +$50.2K +502 +0.6%
NFW
3
Noble Family Wealth
Florida
$8.35M -$47.4K -474 -0.6%
LPL Financial
4
LPL Financial
California
$4.17M +$1.04M +10,396 +33%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.12M -$192K -1,915 -4%
SL
6
Salomon & Ludwin
Virginia
$3.03M -$2.52M -25,171 -45%
CWM
7
Congress Wealth Management
Massachusetts
$2.69M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.66M -$418K -4,176 -14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.49M -$13.4K -134 -0.5%
WCM
10
WealthBridge Capital Management
Ohio
$2.14M -$6.4K -64 -0.3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$2.08M -$13.6K -136 -0.6%
MCM
12
MAI Capital Management
Ohio
$1.81M -$6.7K -67 -0.4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.75M +$137K +1,366 +8%
CRC
14
Curi RMB Capital
Illinois
$1.71M
WIM
15
Westside Investment Management
California
$1.6M -$140K -1,404 -8%
AWM
16
Apollon Wealth Management
South Carolina
$1.54M -$9.51K -95 -0.6%
PFS
17
Prospera Financial Services
Texas
$1.49M +$11.6K +116 +0.8%
WDL
18
Well Done LLC
Michigan
$1.43M -$129K -1,287 -8%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.35M -$800 -8 -0.1%
BIA
20
Biondo Investment Advisors
Pennsylvania
$1.24M +$44K +440 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.21M
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.12M
FHB
23
First Hawaiian Bank
Hawaii
$1.04M
Wells Fargo
24
Wells Fargo
California
$1.01M -$216K -2,159 -18%
RJA
25
Raymond James & Associates
Florida
$995K +$146K +1,456 +17%