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WisdomTree US AI Enhanced Value Fund
AIVL

119 hedge funds and large institutions have $105M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $94.5M → $105M (+$10.3M)

7% more funds holding

Funds holding: 111 → 119 (+8)

3.1% more ownership

Funds ownership: 25.92% → 29.02% (+3.1%)

37% less call options, than puts

Call options by funds: $547K | Put options by funds: $873K

71% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 45

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
13
Reduced
45
Closed
5
Calls
$547K
Puts
$873K
Net Calls
-$326K
Net Calls Change
+$234K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.18M
2
FFN
Focus Financial Network
Minnesota
+$725K
3
AC
Apella Capital
Connecticut
+$414K
4
Stifel Financial
Stifel Financial
Missouri
+$212K
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$199K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.34M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$572K
4
CFA
Cahill Financial Advisors
Minnesota
-$420K
5
HCP
Holt Capital Partners
Texas
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHB
26
First Hawaiian Bank
Hawaii
$1M – – –
Cerity Partners
27
Cerity Partners
New York
$925K -$19.6K -218 -2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$913K -$66.4K -738 -7%
IFWM
29
Institute for Wealth Management
Colorado
$849K -$33.7K -375 -4%
AGC
30
Aspen Grove Capital
Colorado
$791K -$90 -1 -0%
RJA
31
Raymond James & Associates
Florida
$786K -$34.5K -384 -4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$784K -$1.34M -14,942 -65%
FFN
33
Focus Financial Network
Minnesota
$773K +$725K +8,063 New
RSWA
34
Robinson Smith Wealth Advisors
Maine
$764K +$717K +7,970 New
ANB
35
Amarillo National Bank
Texas
$674K – – –
KLI
36
Kelman-Lazarov Inc
Tennessee
$674K – – –
Citadel Advisors
37
Citadel Advisors
Florida
$656K -$1.56M -17,395 -72%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$620K -$89.4K -994 -13%
SFG
39
StrategIQ Financial Group
Indiana
$594K -$2.97K -33 -0.5%
DWP
40
Destiny Wealth Partners
Florida
$583K – – –
NFG
41
Nadler Financial Group
Illinois
$550K – – –
MA
42
Montag & Associates
Georgia
$536K – – –
CAN
43
Cetera Advisor Networks
California
$529K -$49.8K -554 -9%
NA
44
NewEdge Advisors
Louisiana
$524K -$18K -200 -3%
WB
45
Webster Bank
Connecticut
$508K – – –
GW
46
GW & Wade
Massachusetts
$505K +$989 +11 +0.2%
LP
47
LGL Partners
Pennsylvania
$471K +$1.62K +18 +0.4%
PVAMC
48
PPS&V Asset Management Consultants
Michigan
$470K – – –
MCWS
49
McKinley Carter Wealth Services
West Virginia
$466K -$7.55K -84 -2%
AC
50
Apella Capital
Connecticut
$438K +$414K +4,600 New
1
2
3 4 5

AIVL Hedge Fund Activity: Q4 2023 in Review

119 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2023, worth a combined $105M — up 11% from $94.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AIVL positions and 5 closed out — a net gain of 8 holders — while 13 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.18M. The largest seller was Citadel Advisors, cutting an estimated $1.56M.

  • 119 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2023, up from 111 in Q3 2023.
  • Funds reported $105M of WisdomTree US AI Enhanced Value Fund stock for Q4 2023, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2023 and 5 closed out, a net change of +8 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2023 was Morgan Stanley, an estimated $7.18M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2023 was Citadel Advisors, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2023.