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WisdomTree US AI Enhanced Value Fund

115 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
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
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$842K
HCP
27
Holt Capital Partners
Texas
$834K
IFWM
28
Institute for Wealth Management
Colorado
$827K
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$809K
ANB
30
Amarillo National Bank
Texas
$803K
KLI
31
Kelman-Lazarov Inc
Tennessee
$735K
Baird Financial Group
32
Baird Financial Group
Wisconsin
$714K
DWP
33
Destiny Wealth Partners
Florida
$699K
NA
34
NewEdge Advisors
Louisiana
$691K
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$659K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$645K
PWM
37
Perigon Wealth Management
California
$632K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$628K
NFG
39
Nadler Financial Group
Illinois
$586K
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$583K
AQR Capital Management
41
AQR Capital Management
Connecticut
$510K
UBS Group
42
UBS Group
Switzerland
$498K
Mariner
43
Mariner
Kansas
$485K
SWM
44
Spire Wealth Management
Virginia
$478K
WA
45
Waverly Advisors
Alabama
$477K
PVAMC
46
PPS&V Asset Management Consultants
Michigan
$467K
OIA
47
OneDigital Investment Advisors
Kansas
$457K
MA
48
Montag & Associates
Georgia
$443K
CFA
49
Cahill Financial Advisors
Minnesota
$435K
PWP
50
Perfromance Wealth Partners
Illinois
$433K