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WisdomTree US AI Enhanced Value Fund

121 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 7 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
$891K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$10.4M
NFW
2
Noble Family Wealth
Florida
$10.2M
Morgan Stanley
3
Morgan Stanley
New York
$9.34M
LPL Financial
4
LPL Financial
California
$5.87M
Osaic Holdings
5
Osaic Holdings
Arizona
$3.57M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.23M
SL
7
Salomon & Ludwin
Virginia
$2.97M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.87M
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.72M
WCM
10
WealthBridge Capital Management
Ohio
$2.44M
WIM
11
Westside Investment Management
California
$2.43M
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.24M
Raymond James Financial
13
Raymond James Financial
Florida
$2.15M
MCM
14
MAI Capital Management
Ohio
$1.88M
BIA
15
Biondo Investment Advisors
Pennsylvania
$1.58M
WDL
16
Well Done LLC
Michigan
$1.54M
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.53M
HCP
18
Holt Capital Partners
Texas
$1.38M
CRC
19
Curi RMB Capital
Illinois
$1.35M
AWM
20
Apollon Wealth Management
South Carolina
$1.34M
Wells Fargo
21
Wells Fargo
California
$1.28M
PFS
22
Prospera Financial Services
Texas
$1.22M
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$992K
Cerity Partners
24
Cerity Partners
New York
$894K
VA
25
VestGen Advisors
Illinois
$886K