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WisdomTree US AI Enhanced Value Fund

111 hedge funds and large institutions have $94.5M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.59% more ownership

Funds ownership: 24.33%25.92% (+1.6%)

2% less capital invested

Capital invested by funds: $96.3M → $94.5M (-$1.74M)

2% less funds holding

Funds holding: 113111 (-2)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $560K

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
36
Closed
8
Calls
Puts
$560K
Net Calls
-$560K
Net Calls Change
-$570K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$979K +$55.7K +595 +6%
FHB
27
First Hawaiian Bank
Hawaii
$929K
RJFSA
28
Raymond James Financial Services Advisors
Florida
$912K -$242K -2,582 -20%
Cerity Partners
29
Cerity Partners
New York
$878K -$222K -2,375 -19%
BIA
30
Biondo Investment Advisors
Pennsylvania
$871K +$9.83K +105 +1%
IFWM
31
Institute for Wealth Management
Colorado
$821K -$3.75K -40 -0.4%
RJA
32
Raymond James & Associates
Florida
$764K -$13.6K -145 -2%
AGC
33
Aspen Grove Capital
Colorado
$734K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$664K -$61.8K -660 -8%
ANB
35
Amarillo National Bank
Texas
$625K
KLI
36
Kelman-Lazarov Inc
Tennessee
$625K
SFG
37
StrategIQ Financial Group
Indiana
$554K +$94 +1 +0%
DWP
38
Destiny Wealth Partners
Florida
$544K
CAN
39
Cetera Advisor Networks
California
$540K -$32.3K -345 -5%
NFG
40
Nadler Financial Group
Illinois
$510K
NA
41
NewEdge Advisors
Louisiana
$509K -$88.2K -942 -14%
MA
42
Montag & Associates
Georgia
$497K
WB
43
Webster Bank
Connecticut
$472K -$40.3K -430 -8%
GW
44
GW & Wade
Massachusetts
$468K -$13.6K -145 -3%
MCWS
45
McKinley Carter Wealth Services
West Virginia
$440K
PVAMC
46
PPS&V Asset Management Consultants
Michigan
$436K
LP
47
LGL Partners
Pennsylvania
$435K +$2.15K +23 +0.5%
ACM
48
Altrius Capital Management
North Carolina
$420K -$55.4K -592 -11%
KAS
49
Kestra Advisory Services
Texas
$397K +$3K +32 +0.7%
RCI
50
RS Crum Inc
California
$395K