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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
$10.3M -$113K -1,016 -1%
JIP
2
Jaffetilchin Investment Partners
Florida
$9.42M +$56.1K +506 +0.6%
NFW
3
Noble Family Wealth
Florida
$8.7M -$201K -1,811 -2%
LPL Financial
4
LPL Financial
California
$4.12M -$412K -3,718 -9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.61M +$554 +5 +0%
CWM
6
Congress Wealth Management
Massachusetts
$2.88M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.81M -$11.1K -100 -0.4%
SL
8
Salomon & Ludwin
Virginia
$2.8M -$108K -972 -4%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.68M +$2.78M +25,114 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.63M -$8.31K -75 -0.3%
Raymond James Financial
11
Raymond James Financial
Florida
$2.34M +$2.44M +22,002 New
HCP
12
Holt Capital Partners
Texas
$2.33M -$210K -1,900 -8%
WCM
13
WealthBridge Capital Management
Ohio
$2.31M -$12.5K -113 -0.5%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$2.19M -$7.75K -70 -0.3%
MCM
15
MAI Capital Management
Ohio
$1.88M +$16.8K +152 +0.9%
CRC
16
Curi RMB Capital
Illinois
$1.66M -$166K -1,500 -9%
AWM
17
Apollon Wealth Management
South Carolina
$1.62M -$1.33K -12 -0.1%
WIM
18
Westside Investment Management
California
$1.62M -$103K -927 -6%
WDL
19
Well Done LLC
Michigan
$1.61M
PFS
20
Prospera Financial Services
Texas
$1.6M -$38.3K -346 -2%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.41M -$35.8K -323 -2%
BIA
22
Biondo Investment Advisors
Pennsylvania
$1.37M -$18.8K -170 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.24M +$44.3K +400 +4%
FHB
24
First Hawaiian Bank
Hawaii
$1.11M
Wells Fargo
25
Wells Fargo
California
$940K -$28.4K -256 -3%