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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

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

3% more funds holding

Funds holding: 117121 (+4)

1.63% more ownership

Funds ownership: 26.28%27.91% (+1.6%)

4% more capital invested

Capital invested by funds: $99.8M → $104M (+$4.49M)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
35
Closed
7
Calls
$891K
Puts
Net Calls
+$891K
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
26
Robinson Smith Wealth Advisors
Maine
$882K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$871K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$856K +$882K +7,399 New
ANB
29
Amarillo National Bank
Texas
$834K +$20.9K +175 +2%
IFWM
30
Institute for Wealth Management
Colorado
$778K -$24.8K -208 -3%
KLI
31
Kelman-Lazarov Inc
Tennessee
$740K -$2.5K -21 -0.3%
DBFM
32
Dickmeyer Boyce Financial Management
Indiana
$735K +$757K +6,349 New
DWP
33
Destiny Wealth Partners
Florida
$708K
Baird Financial Group
34
Baird Financial Group
Wisconsin
$683K -$41.6K -349 -6%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$679K +$24K +201 +4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$663K +$12.9K +108 +2%
PWM
37
Perigon Wealth Management
California
$641K +$238 +2 +0%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$630K -$34.7K -291 -5%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$580K +$715 +6 +0.1%
DWML
40
Decker Wealth Management LLC
Tennessee
$565K -$20.9K -175 -3%
NA
41
NewEdge Advisors
Louisiana
$559K -$119 -1 -0%
KAS
42
Kestra Advisory Services
Texas
$538K +$108K +905 +24%
AQR Capital Management
43
AQR Capital Management
Connecticut
$516K
MA
44
Montag & Associates
Georgia
$489K
Mariner
45
Mariner
Kansas
$486K -$4.89K -41 -1%
PVAMC
46
PPS&V Asset Management Consultants
Michigan
$473K
Citadel Advisors
47
Citadel Advisors
Florida
$468K +$178K +1,489 +58%
OIA
48
OneDigital Investment Advisors
Kansas
$463K
EWS
49
Evergreen Wealth Solutions
Pennsylvania
$461K +$148K +1,242 +45%
WA
50
Waverly Advisors
Alabama
$449K -$6.68K -56 -1%