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WisdomTree US AI Enhanced Value Fund
AIVL

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.4M -$212K -1,934 -2%
JIP
2
Jaffetilchin Investment Partners
Florida
$9.74M +$31.6K +288 +0.3%
NFW
3
Noble Family Wealth
Florida
$8.95M -$21.4K -195 -0.2%
LPL Financial
4
LPL Financial
California
$4.4M +$150K +1,370 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.16M +$444K +4,046 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.93M +$1.03M +9,411 +36%
CWM
7
Congress Wealth Management
Massachusetts
$2.96M – – –
SL
8
Salomon & Ludwin
Virginia
$2.88M -$8.13K -74 -0.3%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.73M -$27.8K -253 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.48M -$235K -2,142 -9%
Raymond James Financial
11
Raymond James Financial
Florida
$2.39M -$30K -273 -1%
WCM
12
WealthBridge Capital Management
Ohio
$2.37M -$10.5K -96 -0.4%
WIM
13
Westside Investment Management
California
$2.07M +$409K +3,720 +25%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$2.02M -$237K -2,156 -10%
HCP
15
Holt Capital Partners
Texas
$1.98M -$417K -3,800 -17%
MCM
16
MAI Capital Management
Ohio
$1.82M -$122K -1,115 -6%
CRC
17
Curi RMB Capital
Illinois
$1.67M -$47.8K -435 -3%
AWM
18
Apollon Wealth Management
South Carolina
$1.64M -$28K -255 -2%
WDL
19
Well Done LLC
Michigan
$1.5M -$41.2K -375 -3%
PFS
20
Prospera Financial Services
Texas
$1.47M -$181K -1,646 -11%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.46M +$110 +1 +0%
BIA
22
Biondo Investment Advisors
Pennsylvania
$1.4M -$19.2K -175 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.25M -$27.8K -253 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$1.15M +$1.15M +10,498 New
Wells Fargo
25
Wells Fargo
California
$972K +$3.4K +31 +0.4%
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