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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

131 hedge funds and large institutions have $113M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-10
Holders Change %
-7.09%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
48
Closed
13
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$685K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.19M
2
TRCT
2
Tower Research Capital (TRC)
New York
$855K
3
RBC
3
Roble Belko & Company
Pennsylvania
$379K
4
Ameriprise
4
Ameriprise
Minnesota
$1.8M
5
S
5
SignatureFD
Georgia
$49K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.53M
2
GHA
2
GW Henssler & Associates
Georgia
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Wells Fargo
5
Wells Fargo
California
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$1.6M -$49.7K -502 -3%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.35M -$6.74K -68 -0.5%
CPO
28
Cerity Partners OCIO
New York
$1.27M -$10.2K -103 -0.8%
RJA
29
Raymond James & Associates
Florida
$1.1M +$15.9K +160 +1%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$1.09M +$396 +4 +0%
FHB
31
First Hawaiian Bank
Hawaii
$1.03M – – –
BIA
32
Biondo Investment Advisors
Pennsylvania
$1.02M +$31.2K +315 +3%
IFWM
33
Institute for Wealth Management
Colorado
$940K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$890K -$1.88M -18,964 -68%
TRCT
35
Tower Research Capital (TRC)
New York
$855K +$333K +3,365 +64%
KLI
36
Kelman-Lazarov Inc
Tennessee
$835K -$4.95K -50 -0.6%
KAS
37
Kestra Advisory Services
Texas
$819K -$60.5K -610 -7%
SFG
38
StrategIQ Financial Group
Indiana
$818K -$9.81K -99 -1%
TYCC
39
Texas Yale Capital Corp
Florida
$817K – – –
AIP
40
Ahrens Investment Partners
Louisiana
$814K -$14.9K -150 -2%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$801K -$10.9K -110 -1%
US Bancorp
42
US Bancorp
Minnesota
$791K – – –
SWM
43
Spire Wealth Management
Virginia
$767K +$99 +1 +0%
WB
44
Webster Bank
Connecticut
$760K -$176K -1,780 -19%
FTUS
45
Flow Traders U.S.
New York
$753K – – –
ANB
46
Amarillo National Bank
Texas
$696K – – –
RCI
47
RS Crum Inc
California
$661K -$45.1K -455 -6%
DWP
48
Destiny Wealth Partners
Florida
$606K – – –
MA
49
Montag & Associates
Georgia
$553K -$39.6K -400 -7%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$549K – – –
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