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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.74%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$15.3M
2
FFN
2
Focus Financial Network
Minnesota
$773K
3
AC
3
Apella Capital
Connecticut
$438K
4
Stifel Financial
4
Stifel Financial
Missouri
$227K
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$213K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$656K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$784K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.44M
4
CFA
4
Cahill Financial Advisors
Minnesota
$1.28M
5
HCP
5
Holt Capital Partners
Texas
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
26
First Hawaiian Bank
Hawaii
$1M – – –
Cerity Partners
27
Cerity Partners
New York
$925K -$20.9K -218 -2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$913K -$70.8K -738 -7%
IFWM
29
Institute for Wealth Management
Colorado
$849K -$36K -375 -4%
AGC
30
Aspen Grove Capital
Colorado
$791K -$96 -1 -0%
RJA
31
Raymond James & Associates
Florida
$786K -$36.8K -384 -4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$784K -$1.43M -14,942 -65%
FFN
33
Focus Financial Network
Minnesota
$773K +$773K +8,063 New
RSWA
34
Robinson Smith Wealth Advisors
Maine
$764K +$764K +7,970 New
KLI
35
Kelman-Lazarov Inc
Tennessee
$674K – – –
ANB
36
Amarillo National Bank
Texas
$674K – – –
Citadel Advisors
37
Citadel Advisors
Florida
$656K -$1.67M -17,395 -72%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$620K -$95.3K -994 -13%
SFG
39
StrategIQ Financial Group
Indiana
$594K -$3.17K -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 -$53.1K -554 -9%
NA
44
NewEdge Advisors
Louisiana
$524K -$19K -200 -3%
WB
45
Webster Bank
Connecticut
$508K – – –
GW
46
GW & Wade
Massachusetts
$505K +$1.05K +11 +0.2%
LP
47
LGL Partners
Pennsylvania
$471K +$1.73K +18 +0.4%
PVAMC
48
PPS&V Asset Management Consultants
Michigan
$470K – – –
MCWS
49
McKinley Carter Wealth Services
West Virginia
$466K -$8.06K -84 -2%
AC
50
Apella Capital
Connecticut
$438K +$438K +4,600 New
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