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WisdomTree US AI Enhanced Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$10.1M +$39.7K +368 +0.4%
NFW
2
Noble Family Wealth
Florida
$10.1M +$814K +7,540 +9%
Morgan Stanley
3
Morgan Stanley
New York
$8.32M -$2.29M -21,252 -22%
LPL Financial
4
LPL Financial
California
$4.58M +$50.7K +470 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.58M -$669K -6,192 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.18M -$830K -7,691 -21%
CWM
7
Congress Wealth Management
Massachusetts
$3.05M
SL
8
Salomon & Ludwin
Virginia
$2.97M -$15.4K -143 -0.5%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.8M -$7.67K -71 -0.3%
WCM
10
WealthBridge Capital Management
Ohio
$2.44M +$4.32K +40 +0.2%
WIM
11
Westside Investment Management
California
$2.35M +$201K +1,860 +10%
Raymond James Financial
12
Raymond James Financial
Florida
$2.29M -$156K -1,447 -7%
CRC
13
Curi RMB Capital
Illinois
$2.12M +$384K +3,555 +23%
MCM
14
MAI Capital Management
Ohio
$1.87M
AWM
15
Apollon Wealth Management
South Carolina
$1.65M -$43.8K -406 -3%
WDL
16
Well Done LLC
Michigan
$1.51M -$76.1K -705 -5%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.49M -$6.48K -60 -0.5%
BIA
18
Biondo Investment Advisors
Pennsylvania
$1.44M +$1.08K +10 +0.1%
GRP
19
Global Retirement Partners
California
$1.37M +$1.31M +12,118 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.33M -$1.17M -10,793 -48%
PFS
21
Prospera Financial Services
Texas
$1.31M -$192K -1,779 -13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.29M
Wells Fargo
23
Wells Fargo
California
$1.15M +$141K +1,309 +15%
IFWM
24
Institute for Wealth Management
Colorado
$890K -$95.8K -887 -10%
Cerity Partners
25
Cerity Partners
New York
$875K -$11.1K -103 -1%