We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

130 hedge funds and large institutions have $138M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

5% more funds holding

Funds holding: 124 → 130 (+6)

2% more capital invested

Capital invested by funds: $135M → $138M (+$2.93M)

0.2% more ownership

Funds ownership: 26.73% → 26.93% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
32
Reduced
45
Closed
13
Calls
$586K
Puts
–
Net Calls
+$586K
Net Calls Change
+$164K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.09M
2
PFS
Prospera Financial Services
Texas
+$357K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$236K
4
LP
LGL Partners
Pennsylvania
+$213K
5
SPIA
Steward Partners Investment Advisory
New York
+$206K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.73M
3
Morgan Stanley
Morgan Stanley
New York
-$1.71M
4
AWM
AE Wealth Management
Kansas
-$1.18M
5
SS
Simplicity Solutions
Minnesota
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCPWM
26
Traverso Chambers Private Wealth Management
California
$1.4M -$55.6K -692 -4%
CPO
27
Cerity Partners OCIO
New York
$1.27M +$26.8K +333 +2%
FGAM
28
Financial Gravity Asset Management
Texas
$1.27M +$1.21M +15,099 New
Citadel Advisors
29
Citadel Advisors
Florida
$1.14M +$1.09M +13,610 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.14M +$46.4K +577 +4%
KAS
31
Kestra Advisory Services
Texas
$1.1M +$99.1K +1,233 +10%
CA
32
Cetera Advisors
Colorado
$1.05M +$12.5K +156 +1%
SFG
33
StrategIQ Financial Group
Indiana
$1.02M -$260K -3,239 -21%
RJA
34
Raymond James & Associates
Florida
$931K -$31.7K -395 -3%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$920K -$1.73M -21,586 -66%
WB
36
Webster Bank
Connecticut
$919K -$240K -2,992 -21%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$918K +$884 +11 +0.1%
GAM
38
Garrison Asset Management
Arkansas
$882K -$265K -3,295 -24%
KLI
39
Kelman-Lazarov Inc
Tennessee
$801K – – –
IFWM
40
Institute for Wealth Management
Colorado
$794K – – –
BIA
41
Biondo Investment Advisors
Pennsylvania
$757K -$10.9K -135 -1%
AIP
42
Ahrens Investment Partners
Louisiana
$751K -$13.7K -170 -2%
FHB
43
First Hawaiian Bank
Hawaii
$728K +$37.8K +470 +6%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$699K -$120K -1,495 -15%
US Bancorp
45
US Bancorp
Minnesota
$683K – – –
ANB
46
Amarillo National Bank
Texas
$589K – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$526K +$66.1K +823 +15%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$523K +$165K +2,054 +49%
DWP
49
Destiny Wealth Partners
Florida
$512K +$492K +6,120 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$491K – – –
1
2
3 4 5

AIVL Hedge Fund Activity: Q4 2020 in Review

130 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2020, worth a combined $138M — up 2.2% from $135M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AIVL positions and 13 closed out — a net gain of 7 holders — while 32 added to existing stakes and 45 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.09M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.1M sold.

  • 130 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2020, up from 124 in Q3 2020.
  • Funds reported $138M of WisdomTree US AI Enhanced Value Fund stock for Q4 2020, up 2.2% quarter-over-quarter.
  • 20 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2020 and 13 closed out, a net change of +7 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2020 was Citadel Advisors, an estimated $1.09M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2020 was Goldman Sachs, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2020.