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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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
Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.77%
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

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$2.49M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.95M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.16M
5
BFG
5
Bouchey Financial Group
New York
$253K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
CAM
2
Cresset Asset Management
Illinois
$0
3
CRC
3
Curi RMB Capital
Illinois
$1.72M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$912K
5
Cerity Partners
5
Cerity Partners
New York
$878K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$979K +$52.9K +595 +6%
FHB
27
First Hawaiian Bank
Hawaii
$929K – – –
RJFSA
28
Raymond James Financial Services Advisors
Florida
$912K -$230K -2,582 -20%
Cerity Partners
29
Cerity Partners
New York
$878K -$211K -2,375 -19%
BIA
30
Biondo Investment Advisors
Pennsylvania
$871K +$9.34K +105 +1%
IFWM
31
Institute for Wealth Management
Colorado
$821K -$3.56K -40 -0.4%
RJA
32
Raymond James & Associates
Florida
$764K -$12.9K -145 -2%
AGC
33
Aspen Grove Capital
Colorado
$734K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$664K -$58.7K -660 -8%
KLI
35
Kelman-Lazarov Inc
Tennessee
$625K – – –
ANB
36
Amarillo National Bank
Texas
$625K – – –
SFG
37
StrategIQ Financial Group
Indiana
$554K +$89 +1 +0%
DWP
38
Destiny Wealth Partners
Florida
$544K – – –
CAN
39
Cetera Advisor Networks
California
$540K -$30.7K -345 -5%
NFG
40
Nadler Financial Group
Illinois
$510K – – –
NA
41
NewEdge Advisors
Louisiana
$509K -$83.8K -942 -14%
MA
42
Montag & Associates
Georgia
$497K – – –
WB
43
Webster Bank
Connecticut
$472K -$38.3K -430 -8%
GW
44
GW & Wade
Massachusetts
$468K -$12.9K -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 +$2.05K +23 +0.5%
ACM
48
Altrius Capital Management
North Carolina
$420K -$52.7K -592 -11%
KAS
49
Kestra Advisory Services
Texas
$397K +$2.85K +32 +0.7%
RCI
50
RS Crum Inc
California
$395K – – –
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