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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
$10.9M -$452K -4,272 -4%
JIP
2
Jaffetilchin Investment Partners
Florida
$9.78M +$48.7K +460 +0.5%
NFW
3
Noble Family Wealth
Florida
$9.29M -$13K -123 -0.1%
LPL Financial
4
LPL Financial
California
$4.72M +$65.9K +623 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.77M -$781K -7,381 -18%
SL
6
Salomon & Ludwin
Virginia
$3.04M -$348K -3,290 -11%
CWM
7
Congress Wealth Management
Massachusetts
$3.01M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.95M -$12.6K -119 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.76M -$20K -189 -0.8%
HCP
10
Holt Capital Partners
Texas
$2.64M +$1.66M +15,730 +197%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.49M +$511K +4,829 +28%
WCM
12
WealthBridge Capital Management
Ohio
$2.42M +$31.3K +296 +1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.29M -$18.8K -178 -0.9%
MCM
14
MAI Capital Management
Ohio
$1.95M -$59.9K -566 -3%
CRC
15
Curi RMB Capital
Illinois
$1.91M
WIM
16
Westside Investment Management
California
$1.79M +$6.98K +66 +0.4%
PFS
17
Prospera Financial Services
Texas
$1.71M +$49.7K +470 +3%
AWM
18
Apollon Wealth Management
South Carolina
$1.7M -$25.5K -241 -2%
WDL
19
Well Done LLC
Michigan
$1.61M +$10.7K +101 +0.7%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.51M +$1.69K +16 +0.1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.48M +$128K +1,210 +10%
BIA
22
Biondo Investment Advisors
Pennsylvania
$1.46M +$64K +605 +5%
Citadel Advisors
23
Citadel Advisors
Florida
$1.27M +$1.21M +11,411 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.25M
FHB
25
First Hawaiian Bank
Hawaii
$1.16M