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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

121 hedge funds and large institutions have $107M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$2.64M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.27M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.49M
4
PWM
4
Perigon Wealth Management
California
$463K
5
SWM
5
Spire Wealth Management
Virginia
$554K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.77M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$211K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
SL
4
Salomon & Ludwin
Virginia
$3.04M
5
WPIC
5
White Pine Investment Company
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.04M -$72.2K -649 -7%
Wells Fargo
27
Wells Fargo
California
$1.01M -$116K -1,039 -10%
IFWM
28
Institute for Wealth Management
Colorado
$970K – – –
Cerity Partners
29
Cerity Partners
New York
$923K -$17.4K -156 -2%
AGC
30
Aspen Grove Capital
Colorado
$918K +$111 +1 +0%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$914K +$89.9K +808 +11%
RSWA
32
Robinson Smith Wealth Advisors
Maine
$848K -$26.7K -240 -3%
ANB
33
Amarillo National Bank
Texas
$783K – – –
KLI
34
Kelman-Lazarov Inc
Tennessee
$720K -$4.34K -39 -0.6%
DWP
35
Destiny Wealth Partners
Florida
$681K – – –
NFG
36
Nadler Financial Group
Illinois
$638K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$584K -$5.79K -52 -1%
WA
38
Waverly Advisors
Alabama
$569K +$111 +1 +0%
NA
39
NewEdge Advisors
Louisiana
$560K -$50.8K -456 -8%
SWM
40
Spire Wealth Management
Virginia
$554K +$260K +2,338 +88%
LP
41
LGL Partners
Pennsylvania
$551K +$1.67K +15 +0.3%
MA
42
Montag & Associates
Georgia
$549K -$72.3K -650 -12%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$500K +$53K +476 +12%
Mariner
44
Mariner
Kansas
$476K +$2.45K +22 +0.5%
PWM
45
Perigon Wealth Management
California
$463K +$463K +4,157 New
ACM
46
Altrius Capital Management
North Carolina
$460K -$16.7K -150 -4%
PVAMC
47
PPS&V Asset Management Consultants
Michigan
$455K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$454K +$92.4K +830 +26%
PWP
49
Perfromance Wealth Partners
Illinois
$451K +$72.9K +655 +19%
OIA
50
OneDigital Investment Advisors
Kansas
$445K – – –
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