WISDOMTREE TR

Ticker: AIVL CUSIP: 97717W406 Class: US AI ENHANCED

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Jaffetilchin Investment Partners, LLC89,862$10,332
Noble Family Wealth, LLC88,825$10,213
MORGAN STANLEY79,464$9,137
LPL Financial LLC48,178$5,539
ROYAL BANK OF CANADA35,769$4,113
OSAIC HOLDINGS, INC.30,925$3,556
COMMONWEALTH EQUITY SERVICES, LLC25,741$2,960
Salomon & Ludwin, LLC25,498$2,967
FOUNDERS GROVE WEALTH PARTNERS, LLC24,579$2,826
WealthBridge Capital Management, LLC21,082$2,424
RAYMOND JAMES FINANCIAL INC20,276$2,331
MAI Capital Management16,353$1,880
Apollon Wealth Management, LLC14,176$1,630
Biondo Investment Advisors, LLC13,418$1,543
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P13,400$1,541
CAPTRUST FINANCIAL ADVISORS13,198$1,517
Well Done, LLC13,125$1,509
Curi Capital, LLC12,143$1,396
Global Retirement Partners, LLC12,118$1,393
Prospera Financial Services Inc10,980$1,263
WELLS FARGO & COMPANY/MN10,361$1,191
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,063$927
Cerity Partners LLC7,974$917
ROBINSON SMITH WEALTH ADVISORS LLC7,623$876
Janney Montgomery Scott LLC7,528$1
AMARILLO NATIONAL BANK7,031$808
Institute for Wealth Management, LLC.6,936$798
Kelman-Lazarov, Inc.6,420$738
Baird Financial Group, Inc.6,247$718
Destiny Wealth Partners, LLC6,120$735
MERCER GLOBAL ADVISORS INC /ADV5,736$660
Cetera Investment Advisers5,667$652
Cambridge Investment Research Advisors, Inc.5,622$1
Perigon Wealth Management, LLC5,536$636
Focus Partners Wealth5,043$580
NewEdge Advisors, LLC4,828$555
AQR CAPITAL MANAGEMENT LLC4,459$513
Mariner, LLC4,242$488
MONTAG A & ASSOCIATES INC4,228$486
SUSQUEHANNA INTERNATIONAL GROUP, LLP4,221$485
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.4,085$470
Nadler Financial Group, Inc.4,055$466
OneDigital Investment Advisors LLC4,000$460
Waverly Advisors, LLC3,937$453
CAHILL FINANCIAL ADVISORS INC3,822$439
MLP3, LLC3,762$433
Perfromance Wealth Partners, LLC3,747$431
Kestra Advisory Services, LLC3,745$431
Creative Planning3,507$403
RS CRUM INC.3,415$393
Graves Light Lenhart Wealth, Inc.3,407$392
WEBSTER BANK, N. A.3,030$348
Aspen Grove Capital, LLC3,000$345
LGL PARTNERS, LLC2,928$337
&PARTNERS2,903$334
Tradition Wealth Management, LLC2,875$331
Bouchey Financial Group Ltd2,840$327
KINTRA WEALTH, LLC2,739$315
McKinley Carter Wealth Services, Inc.2,688$309
Spire Wealth Management2,647$304
CITADEL ADVISORS LLC2,554$294
CWM, LLC2,550$0
Fingerlakes Wealth Management, Inc.2,507$288
STIFEL FINANCIAL CORP2,492$286
HighTower Advisors, LLC2,472$284
Mezzasalma Advisors, LLC2,358$272
TRUST CO OF VERMONT2,300$264
Corient Private Wealth LLC2,256$260
AGF MANAGEMENT LTD2,255$259
SouthState Corp2,124$244
BLAIR WILLIAM & CO/IL2,103$242
SAX WEALTH ADVISORS, LLC2,057$237
Avant Capital LLC2,026$233
Cladis Investment Advisory, LLC2,000$230
AUGUSTINE ASSET MANAGEMENT INC1,987$228
Key Financial Inc1,838$211
AXXCESS WEALTH MANAGEMENT, LLC1,763$203
Steigerwald, Gordon & Koch Inc.1,671$192
UBS Group AG1,525$175
CIBC Private Wealth Group, LLC1,365$157
BELLEVUE ASSET MANAGEMENT, LLC1,270$146
HARBOUR INVESTMENTS, INC.1,170$135
Farther Finance Advisors, LLC1,111$128
Clearstead Advisors, LLC973$112
JONES FINANCIAL COMPANIES LLLP828$95
Rockefeller Capital Management L.P.816$94
FRANKLIN RESOURCES INC740$85
FMR LLC664$76
ARCADIA INVESTMENT ADVISORS LLC643$74
Independence Bank of Kentucky625$72
BANK OF MONTREAL /CAN/622$72
JPMORGAN CHASE & CO490$56
1620 INVESTMENT ADVISORS, INC.385$44
Glassman Wealth Services357$41
Anchor Investment Management, LLC353$41
Westside Investment Management, Inc.350$40
POM Investment Strategies, LLC340$39
BANK OF AMERICA CORP /DE/333$38
ALBION FINANCIAL GROUP /UT325$37
Steward Partners Investment Advisory, LLC324$37
14 other institutions2,475$285
Total (114 institutions)857,524$96,862