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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
$10.4M +$33K +277 +0.3%
NFW
2
Noble Family Wealth
Florida
$10.2M -$89.4K -750 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$9.34M +$154K +1,294 +2%
LPL Financial
4
LPL Financial
California
$5.87M +$307K +2,575 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.57M -$7.87K -66 -0.2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.23M +$258K +2,168 +8%
SL
7
Salomon & Ludwin
Virginia
$2.97M -$25.6K -215 -0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.87M -$1.31M -10,967 -31%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.72M -$129K -1,086 -4%
WCM
10
WealthBridge Capital Management
Ohio
$2.44M +$358 +3 +0%
WIM
11
Westside Investment Management
California
$2.43M +$2.46M +20,605 +5,887%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.24M +$1.8M +15,115 +358%
Raymond James Financial
13
Raymond James Financial
Florida
$2.15M -$202K -1,692 -8%
MCM
14
MAI Capital Management
Ohio
$1.88M -$9.78K -82 -0.5%
BIA
15
Biondo Investment Advisors
Pennsylvania
$1.58M +$25.6K +215 +2%
WDL
16
Well Done LLC
Michigan
$1.54M +$25.3K +212 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.53M +$5.6K +47 +0.4%
HCP
18
Holt Capital Partners
Texas
$1.38M -$179K -1,500 -11%
CRC
19
Curi RMB Capital
Illinois
$1.35M -$60.8K -510 -4%
AWM
20
Apollon Wealth Management
South Carolina
$1.34M -$308K -2,583 -18%
Wells Fargo
21
Wells Fargo
California
$1.28M +$80.6K +676 +7%
PFS
22
Prospera Financial Services
Texas
$1.22M -$48.2K -404 -4%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$992K +$61K +512 +6%
Cerity Partners
24
Cerity Partners
New York
$894K -$29.6K -248 -3%
VA
25
VestGen Advisors
Illinois
$886K +$850K +7,132 New