AIVL icon

WisdomTree US AI Enhanced Value Fund

121 hedge funds and large institutions have $101M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$10.1M
NFW
2
Noble Family Wealth
Florida
$10.1M
Morgan Stanley
3
Morgan Stanley
New York
$8.32M
LPL Financial
4
LPL Financial
California
$4.58M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.58M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.18M
CWM
7
Congress Wealth Management
Massachusetts
$3.05M
SL
8
Salomon & Ludwin
Virginia
$2.97M
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.8M
WCM
10
WealthBridge Capital Management
Ohio
$2.44M
WIM
11
Westside Investment Management
California
$2.35M
Raymond James Financial
12
Raymond James Financial
Florida
$2.29M
CRC
13
Curi RMB Capital
Illinois
$2.12M
MCM
14
MAI Capital Management
Ohio
$1.87M
AWM
15
Apollon Wealth Management
South Carolina
$1.65M
WDL
16
Well Done LLC
Michigan
$1.51M
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.49M
BIA
18
Biondo Investment Advisors
Pennsylvania
$1.44M
GRP
19
Global Retirement Partners
California
$1.37M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.33M
PFS
21
Prospera Financial Services
Texas
$1.31M
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.29M
Wells Fargo
23
Wells Fargo
California
$1.15M
IFWM
24
Institute for Wealth Management
Colorado
$890K
Cerity Partners
25
Cerity Partners
New York
$875K