AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

120 hedge funds and large institutions have $105M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 6 closing their positions.

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
39
Closed
6
Calls
$478K
Puts
–
Net Calls
+$478K
Net Calls Change
+$804K

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$1.85M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.65M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$936K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$635K
5
WA
5
Waverly Advisors
Alabama
$573K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
SL
2
Salomon & Ludwin
Virginia
$5.68M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
CFA
4
Cahill Financial Advisors
Minnesota
$665K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.15M +$712 +7 +0.1%
FHB
27
First Hawaiian Bank
Hawaii
$1.06M – – –
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$936K +$683K +6,710 +270%
Cerity Partners
29
Cerity Partners
New York
$925K -$56.5K -555 -6%
IFWM
30
Institute for Wealth Management
Colorado
$887K -$13.8K -136 -2%
RJA
31
Raymond James & Associates
Florida
$867K +$32K +314 +4%
AGC
32
Aspen Grove Capital
Colorado
$840K – – –
RSWA
33
Robinson Smith Wealth Advisors
Maine
$806K -$5.09K -50 -0.6%
KLI
34
Kelman-Lazarov Inc
Tennessee
$716K – – –
ANB
35
Amarillo National Bank
Texas
$716K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$675K +$393K +3,860 +139%
CFA
37
Cahill Financial Advisors
Minnesota
$665K -$695K -6,833 -51%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$635K +$635K +6,243 New
DWP
39
Destiny Wealth Partners
Florida
$623K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$600K -$58.3K -573 -9%
NFG
41
Nadler Financial Group
Illinois
$583K – – –
WA
42
Waverly Advisors
Alabama
$573K +$573K +5,626 New
MA
43
Montag & Associates
Georgia
$568K – – –
CAN
44
Cetera Advisor Networks
California
$564K +$2.75K +27 +0.5%
NA
45
NewEdge Advisors
Louisiana
$562K -$102 -1 -0%
LP
46
LGL Partners
Pennsylvania
$501K +$1.32K +13 +0.3%
AC
47
Apella Capital
Connecticut
$464K – – –
WB
48
Webster Bank
Connecticut
$454K -$85.5K -840 -16%
MCWS
49
McKinley Carter Wealth Services
West Virginia
$448K -$46.1K -453 -9%
ACM
50
Altrius Capital Management
North Carolina
$439K -$24.1K -237 -5%
1
2
3 4 5