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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $94M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
47
Closed
8
Calls
$302K
Puts
$522K
Net Calls
-$220K
Net Calls Change
-$321K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$223K
2
SWM
2
Spire Wealth Management
Virginia
$450K
3
WPIC
3
White Pine Investment Company
Michigan
$2.41M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$884K
5
Bank of America
5
Bank of America
North Carolina
$94.2K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$671K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.61M
4
Wells Fargo
4
Wells Fargo
California
$1.01M
5
LPL Financial
5
LPL Financial
California
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$875K +$27.9K +304 +3%
BIA
27
Biondo Investment Advisors
Pennsylvania
$868K -$28K -305 -3%
IFWM
28
Institute for Wealth Management
Colorado
$857K – – –
GAM
29
Garrison Asset Management
Arkansas
$841K – – –
RJA
30
Raymond James & Associates
Florida
$837K -$55.4K -604 -6%
NFG
31
Nadler Financial Group
Illinois
$774K -$266K -2,900 -26%
TYCC
32
Texas Yale Capital Corp
Florida
$756K – – –
KLI
33
Kelman-Lazarov Inc
Tennessee
$736K -$18.2K -199 -2%
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$712K -$10.6K -116 -1%
US Bancorp
35
US Bancorp
Minnesota
$704K -$27.5K -300 -4%
FTUS
36
Flow Traders U.S.
New York
$697K – – –
Citadel Advisors
37
Citadel Advisors
Florida
$671K -$1.41M -15,420 -68%
ANB
38
Amarillo National Bank
Texas
$644K – – –
AIP
39
Ahrens Investment Partners
Louisiana
$616K -$93K -1,015 -13%
SFG
40
StrategIQ Financial Group
Indiana
$598K -$30.6K -334 -5%
WB
41
Webster Bank
Connecticut
$566K -$28.4K -310 -5%
DWP
42
Destiny Wealth Partners
Florida
$561K – – –
ACM
43
Altrius Capital Management
North Carolina
$542K -$129K -1,410 -19%
MA
44
Montag & Associates
Georgia
$512K – – –
GW
45
GW & Wade
Massachusetts
$495K +$92 +1 +0%
Mariner
46
Mariner
Kansas
$494K -$94.7K -1,033 -16%
TRCT
47
Tower Research Capital (TRC)
New York
$488K +$1.56K +17 +0.3%
MCWS
48
McKinley Carter Wealth Services
West Virginia
$453K -$18.3K -200 -4%
SWM
49
Spire Wealth Management
Virginia
$450K +$187K +2,042 +71%
PVAMC
50
PPS&V Asset Management Consultants
Michigan
$449K – – –
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