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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

141 hedge funds and large institutions have $141M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
34
Reduced
46
Closed
6
Calls
$405K
Puts
–
Net Calls
+$405K
Net Calls Change
-$328K

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$1.77M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.67M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
GHA
4
GW Henssler & Associates
Georgia
$3.51M
5
M&T Bank
5
M&T Bank
New York
$210K

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.83M
2
Ameriprise
2
Ameriprise
Minnesota
$1.76M
3
FTUS
3
Flow Traders U.S.
New York
$769K
4
UBS Group
4
UBS Group
Switzerland
$1.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.76M -$2.07M -20,420 -54%
CAN
27
Cetera Advisor Networks
California
$1.7M -$701K -6,936 -29%
PFS
28
Prospera Financial Services
Texas
$1.68M +$50K +494 +3%
TCPWM
29
Traverso Chambers Private Wealth Management
California
$1.67M +$708 +7 +0%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.38M -$1.82K -18 -0.1%
CPO
31
Cerity Partners OCIO
New York
$1.31M +$708 +7 +0.1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.11M +$607 +6 +0.1%
RJA
33
Raymond James & Associates
Florida
$1.1M +$101 +1 +0%
Citadel Advisors
34
Citadel Advisors
Florida
$1.08M +$286K +2,829 +36%
FHB
35
First Hawaiian Bank
Hawaii
$1.06M +$41.5K +410 +4%
BIA
36
Biondo Investment Advisors
Pennsylvania
$1.01M +$68.8K +680 +7%
GAM
37
Garrison Asset Management
Arkansas
$976K -$7.99K -79 -0.8%
IFWM
38
Institute for Wealth Management
Colorado
$960K – – –
WB
39
Webster Bank
Connecticut
$956K – – –
FFN
40
Focus Financial Network
Minnesota
$922K +$45.6K +451 +5%
KAS
41
Kestra Advisory Services
Texas
$897K -$6.98K -69 -0.8%
KLI
42
Kelman-Lazarov Inc
Tennessee
$858K – – –
AIP
43
Ahrens Investment Partners
Louisiana
$846K -$25.3K -250 -3%
SFG
44
StrategIQ Financial Group
Indiana
$845K -$48.1K -476 -5%
TYCC
45
Texas Yale Capital Corp
Florida
$834K – – –
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$829K -$6.37K -63 -0.8%
US Bancorp
47
US Bancorp
Minnesota
$807K – – –
SWM
48
Spire Wealth Management
Virginia
$783K +$303 +3 +0%
FTUS
49
Flow Traders U.S.
New York
$769K -$1.51M -14,952 -66%
RCI
50
RS Crum Inc
California
$721K +$721K +7,130 New
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