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WisdomTree US AI Enhanced Value Fund

133 hedge funds and large institutions have $163M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
45
Closed
10
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
26
Prospera Financial Services
Texas
$1.57M +$383K +3,932 +32%
Citadel Advisors
27
Citadel Advisors
Florida
$1.57M +$1.57M +16,145 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.44M +$196K +2,018 +16%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$1.28M +$2.14K +22 +0.2%
KAS
30
Kestra Advisory Services
Texas
$1.28M +$277K +2,850 +28%
CPO
31
Cerity Partners OCIO
New York
$1.27M -$7.49K -77 -0.6%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.1M +$30.3K +312 +3%
RJA
33
Raymond James & Associates
Florida
$1.07M -$20.5K -211 -2%
MML Investors Services
34
MML Investors Services
Massachusetts
$1M +$437K +4,497 +77%
GAM
35
Garrison Asset Management
Arkansas
$968K -$2.92K -30 -0.3%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$965K +$79.1K +813 +9%
FHB
37
First Hawaiian Bank
Hawaii
$936K +$89.9K +924 +11%
SFG
38
StrategIQ Financial Group
Indiana
$933K -$101K -1,040 -10%
IFWM
39
Institute for Wealth Management
Colorado
$923K
WB
40
Webster Bank
Connecticut
$919K
AIP
41
Ahrens Investment Partners
Louisiana
$857K
BIA
42
Biondo Investment Advisors
Pennsylvania
$850K -$69.1K -710 -8%
FGAM
43
Financial Gravity Asset Management
Texas
$848K -$284K -2,917 -25%
FFN
44
Focus Financial Network
Minnesota
$839K -$34.5K -355 -4%
KLI
45
Kelman-Lazarov Inc
Tennessee
$825K -$84K -864 -9%
US Bancorp
46
US Bancorp
Minnesota
$776K
SWM
47
Spire Wealth Management
Virginia
$752K -$8.55K -88 -1%
ANB
48
Amarillo National Bank
Texas
$684K
Goldman Sachs
49
Goldman Sachs
New York
$628K +$628K +6,460 New
DWP
50
Destiny Wealth Partners
Florida
$595K