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WisdomTree International AI Enhanced Value Fund

30 hedge funds and large institutions have $12.5M invested in WisdomTree International AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.94M +$541K +11,243 +23%
BW
2
BIP Wealth
Georgia
$2.32M -$86.3K -1,793 -4%
LPL Financial
3
LPL Financial
California
$1.41M +$59.1K +1,228 +4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$858K -$812K -16,854 -49%
TC
5
Truvestments Capital
Florida
$690K +$7.03K +146 +1%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$658K +$9.19K +191 +1%
UBS Group
7
UBS Group
Switzerland
$562K -$38.7K -803 -6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$536K
XF
9
XML Financial
Maryland
$424K
EWA
10
EP Wealth Advisors
California
$287K
Creative Planning
11
Creative Planning
Kansas
$265K
Raymond James Financial
12
Raymond James Financial
Florida
$250K +$5.83K +121 +2%
APC
13
Asset Planning Corporation
Tennessee
$226K
MA
14
Mezzasalma Advisors
New Jersey
$212K +$212K +4,398 New
GIA
15
GHP Investment Advisors
Colorado
$155K +$1.54K +32 +1%
LFG
16
Larson Financial Group
Missouri
$132K -$1.25K -26 -0.9%
TWC
17
TD Waterhouse Canada
Ontario, Canada
$126K
SWM
18
Spire Wealth Management
Virginia
$106K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$99K
SPIA
20
Steward Partners Investment Advisory
New York
$79.9K +$14.4K +300 +22%
William Blair & Company
21
William Blair & Company
Illinois
$58.3K
Comerica Bank
22
Comerica Bank
Texas
$57.5K
Osaic Holdings
23
Osaic Holdings
Arizona
$32.3K -$79 -2 -0.2%
Citigroup
24
Citigroup
New York
$31.9K
US Bancorp
25
US Bancorp
Minnesota
$6.31K +$6.31K +131 New