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WisdomTree US AI Enhanced Value Fund

114 hedge funds and large institutions have $98.7M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
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
ANB
26
Amarillo National Bank
Texas
$808K
IFWM
27
Institute for Wealth Management
Colorado
$798K
KLI
28
Kelman-Lazarov Inc
Tennessee
$738K
DWP
29
Destiny Wealth Partners
Florida
$735K
Baird Financial Group
30
Baird Financial Group
Wisconsin
$718K
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$660K
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$652K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$646K
PWM
34
Perigon Wealth Management
California
$636K
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$580K
NA
36
NewEdge Advisors
Louisiana
$555K
AQR Capital Management
37
AQR Capital Management
Connecticut
$513K
Mariner
38
Mariner
Kansas
$488K
MA
39
Montag & Associates
Georgia
$486K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$485K
PVAMC
41
PPS&V Asset Management Consultants
Michigan
$470K
NFG
42
Nadler Financial Group
Illinois
$466K
OIA
43
OneDigital Investment Advisors
Kansas
$460K
WA
44
Waverly Advisors
Alabama
$453K
CFA
45
Cahill Financial Advisors
Minnesota
$439K
ML
46
MLP3 LLC
New Jersey
$433K
PWP
47
Perfromance Wealth Partners
Illinois
$431K
KAS
48
Kestra Advisory Services
Texas
$431K
Creative Planning
49
Creative Planning
Kansas
$403K
RCI
50
RS Crum Inc
California
$393K