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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 %
RSWA
26
Robinson Smith Wealth Advisors
Maine
$862K 7,623 – –
Citadel Advisors
27
Citadel Advisors
Florida
$862K 7,620 -2,878 -27%
HCP
28
Holt Capital Partners
Texas
$825K 7,300 -10,730 -60%
ANB
29
Amarillo National Bank
Texas
$795K 7,031 – –
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$782K 6,914 +1,059 +18%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$766K 6,779 -11,634 -63%
KLI
32
Kelman-Lazarov Inc
Tennessee
$727K 6,432 -52 -0.8%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$706K 6,248 +6,248 New
DWP
34
Destiny Wealth Partners
Florida
$692K 6,120 – –
PWM
35
Perigon Wealth Management
California
$665K 5,880 -63 -1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$634K 5,606 +167 +3%
Osaic Holdings
37
Osaic Holdings
Arizona
$585K 5,367 -2,219 -29%
NFG
38
Nadler Financial Group
Illinois
$580K 5,130 – –
NA
39
NewEdge Advisors
Louisiana
$562K 4,969 – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$533K 4,712 -356 -7%
MA
41
Montag & Associates
Georgia
$529K 4,677 -258 -5%
UBS Group
42
UBS Group
Switzerland
$511K 4,522 +3,642 +414%
WA
43
Waverly Advisors
Alabama
$478K 4,225 -82 -2%
KAS
44
Kestra Advisory Services
Texas
$477K 4,220 +1,189 +39%
SWM
45
Spire Wealth Management
Virginia
$473K 4,180 – –
PVAMC
46
PPS&V Asset Management Consultants
Michigan
$462K 4,085 – –
OIA
47
OneDigital Investment Advisors
Kansas
$452K 4,000 – –
PWP
48
Perfromance Wealth Partners
Illinois
$434K 3,842 -60 -2%
CFA
49
Cahill Financial Advisors
Minnesota
$429K 3,796 +1 +0%
Mariner
50
Mariner
Kansas
$423K 3,739 -955 -20%
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