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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
$10.3M +$48.8K +428 +0.5%
NFW
2
Noble Family Wealth
Florida
$10.2M -$24.7K -217 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$9.14M -$114K -1,004 -1%
LPL Financial
4
LPL Financial
California
$5.54M +$825K +7,237 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.11M -$419K -3,674 -9%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.56M +$16.4K +144 +0.5%
SL
7
Salomon & Ludwin
Virginia
$2.97M -$29.3K -257 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.96M -$552K -4,843 -16%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.83M -$18K -158 -0.6%
WCM
10
WealthBridge Capital Management
Ohio
$2.42M -$1.94K -17 -0.1%
Raymond James Financial
11
Raymond James Financial
Florida
$2.33M -$28.6K -251 -1%
MCM
12
MAI Capital Management
Ohio
$1.88M -$9.92K -87 -0.5%
AWM
13
Apollon Wealth Management
South Carolina
$1.63M -$18.5K -162 -1%
BIA
14
Biondo Investment Advisors
Pennsylvania
$1.54M +$84.3K +740 +6%
HCP
15
Holt Capital Partners
Texas
$1.54M +$695K +6,100 +84%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.52M
WDL
17
Well Done LLC
Michigan
$1.51M -$23.8K -209 -2%
CRC
18
Curi RMB Capital
Illinois
$1.4M
GRP
19
Global Retirement Partners
California
$1.39M
PFS
20
Prospera Financial Services
Texas
$1.26M -$69.3K -608 -5%
Wells Fargo
21
Wells Fargo
California
$1.19M +$18.2K +160 +2%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$927K +$78.8K +691 +9%
Cerity Partners
23
Cerity Partners
New York
$917K +$29K +254 +3%
RSWA
24
Robinson Smith Wealth Advisors
Maine
$876K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$866K -$443K -3,883 -34%