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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $100M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GRP
1
Global Retirement Partners
California
$1.37M
2
NFW
2
Noble Family Wealth
Florida
$10.1M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$706K
4
UBS Group
4
UBS Group
Switzerland
$511K
5
CRC
5
Curi RMB Capital
Illinois
$2.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.32M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$766K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.33M
4
HCP
4
Holt Capital Partners
Texas
$825K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
JIP
1
Jaffetilchin Investment Partners
Florida
$10.1M 89,066 +368 +0.4%
NFW
2
Noble Family Wealth
Florida
$10.1M 89,042 +7,540 +9%
Morgan Stanley
3
Morgan Stanley
New York
$8.32M 73,588 -21,252 -22%
LPL Financial
4
LPL Financial
California
$4.58M 40,543 +470 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.59M 31,708 -6,192 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.18M 28,132 -7,691 -21%
CWM
7
Congress Wealth Management
Massachusetts
$3.05M 27,000 – –
SL
8
Salomon & Ludwin
Virginia
$2.97M 26,116 -143 -0.5%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.8M 24,790 -71 -0.3%
WCM
10
WealthBridge Capital Management
Ohio
$2.44M 21,594 +40 +0.2%
WIM
11
Westside Investment Management
California
$2.35M 20,743 +1,860 +10%
Raymond James Financial
12
Raymond James Financial
Florida
$2.29M 20,282 -1,447 -7%
CRC
13
Curi RMB Capital
Illinois
$2.12M 18,750 +3,555 +23%
MCM
14
MAI Capital Management
Ohio
$1.87M 16,571 – –
AWM
15
Apollon Wealth Management
South Carolina
$1.65M 14,562 -406 -3%
WDL
16
Well Done LLC
Michigan
$1.51M 13,394 -705 -5%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.49M 13,198 -60 -0.5%
BIA
18
Biondo Investment Advisors
Pennsylvania
$1.44M 12,743 +10 +0.1%
GRP
19
Global Retirement Partners
California
$1.37M 12,118 +12,118 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.33M 11,773 -10,793 -48%
PFS
21
Prospera Financial Services
Texas
$1.31M 11,598 -1,779 -13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.29M 11,411 – –
Wells Fargo
23
Wells Fargo
California
$1.15M 10,161 +1,309 +15%
IFWM
24
Institute for Wealth Management
Colorado
$890K 7,869 -887 -10%
Cerity Partners
25
Cerity Partners
New York
$875K 7,742 -103 -1%
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