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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

121 hedge funds and large institutions have $88.3M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
44
Closed
8
Calls
$343K
Puts
$522K
Net Calls
-$179K
Net Calls Change
-$339K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.63M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.18M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.87M
4
FAIM
4
Financial Advocates Investment Management
Washington
$683K
5
PFS
5
Prospera Financial Services
Texas
$1.07M

Top Sellers

1
HCP
1
Holt Capital Partners
Texas
$559K
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$748K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.67M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
26
First Hawaiian Bank
Hawaii
$852K – – –
TRCT
27
Tower Research Capital (TRC)
New York
$806K -$87.1K -1,066 -10%
BIA
28
Biondo Investment Advisors
Pennsylvania
$806K +$7.76K +95 +1%
RJA
29
Raymond James & Associates
Florida
$798K -$8.17K -100 -1%
CAN
30
Cetera Advisor Networks
California
$783K -$73.6K -902 -9%
IFWM
31
Institute for Wealth Management
Colorado
$769K – – –
GAM
32
Garrison Asset Management
Arkansas
$762K – – –
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$748K -$751K -9,197 -50%
ACM
34
Altrius Capital Management
North Carolina
$708K -$78.4K -961 -10%
FAIM
35
Financial Advocates Investment Management
Washington
$683K +$683K +1,645 New
TYCC
36
Texas Yale Capital Corp
Florida
$673K – – –
KLI
37
Kelman-Lazarov Inc
Tennessee
$672K -$2.86K -35 -0.4%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$660K +$82 +1 +0%
AIP
39
Ahrens Investment Partners
Louisiana
$651K -$199K -2,444 -23%
US Bancorp
40
US Bancorp
Minnesota
$651K – – –
SFG
41
StrategIQ Financial Group
Indiana
$646K -$23.8K -291 -4%
FTUS
42
Flow Traders U.S.
New York
$621K – – –
KAS
43
Kestra Advisory Services
Texas
$608K -$43.2K -530 -7%
ANB
44
Amarillo National Bank
Texas
$574K – – –
WB
45
Webster Bank
Connecticut
$569K -$56.7K -695 -9%
HCP
46
Holt Capital Partners
Texas
$559K -$1.73M -21,200 -76%
RCI
47
RS Crum Inc
California
$545K – – –
DWP
48
Destiny Wealth Partners
Florida
$500K – – –
MA
49
Montag & Associates
Georgia
$456K – – –
GW
50
GW & Wade
Massachusetts
$441K +$45.3K +555 +11%
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