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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

125 hedge funds and large institutions have $95.7M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
45
Closed
13
Calls
$719K
Puts
$559K
Net Calls
+$160K
Net Calls Change
-$930K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.07M
2
GAM
2
Garrison Asset Management
Arkansas
$829K
3
Cerity Partners
3
Cerity Partners
New York
$348K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.45M
5
TRCT
5
Tower Research Capital (TRC)
New York
$970K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$42K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$13K
4
PFS
4
Prospera Financial Services
Texas
$819K
5
CAN
5
Cetera Advisor Networks
California
$931K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.03M +$44.7K +500 +5%
TRCT
27
Tower Research Capital (TRC)
New York
$970K +$204K +2,304 +27%
CAN
28
Cetera Advisor Networks
California
$931K -$570K -6,421 -38%
FHB
29
First Hawaiian Bank
Hawaii
$926K – – –
AIP
30
Ahrens Investment Partners
Louisiana
$925K +$196K +2,205 +27%
RJA
31
Raymond James & Associates
Florida
$876K -$105K -1,188 -11%
BIA
32
Biondo Investment Advisors
Pennsylvania
$868K -$42.3K -477 -5%
ACM
33
Altrius Capital Management
North Carolina
$855K +$855K +9,641 New
IFWM
34
Institute for Wealth Management
Colorado
$835K -$6.47K -73 -0.8%
GAM
35
Garrison Asset Management
Arkansas
$829K +$829K +9,341 New
PFS
36
Prospera Financial Services
Texas
$819K -$613K -6,906 -43%
KLI
37
Kelman-Lazarov Inc
Tennessee
$733K -$14.8K -167 -2%
TYCC
38
Texas Yale Capital Corp
Florida
$732K – – –
SFG
39
StrategIQ Financial Group
Indiana
$728K -$4.44K -50 -0.6%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$718K +$178 +2 +0%
US Bancorp
41
US Bancorp
Minnesota
$709K – – –
KAS
42
Kestra Advisory Services
Texas
$708K -$25K -282 -3%
WB
43
Webster Bank
Connecticut
$681K – – –
FTUS
44
Flow Traders U.S.
New York
$675K – – –
ANB
45
Amarillo National Bank
Texas
$624K – – –
RCI
46
RS Crum Inc
California
$592K – – –
DWP
47
Destiny Wealth Partners
Florida
$543K – – –
SWM
48
Spire Wealth Management
Virginia
$531K -$156K -1,754 -23%
MA
49
Montag & Associates
Georgia
$496K – – –
MCWS
50
McKinley Carter Wealth Services
West Virginia
$492K – – –
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