WisdomTree US AI Enhanced Value Fund
AIVL
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.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $92.9M → $107M (+$13.6M)
4% more funds holding
Funds holding: 116 → 121 (+5)
1.26% more ownership
Funds ownership: 24.96% → 26.22% (+1.3%)
24% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
+$1.66M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$511K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$440K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$781K |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$460K |
| 3 |
Morgan Stanley
New York
|
-$452K |
| 4 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$348K |
| 5 |
WPIC
White Pine Investment Company
Livonia,
Michigan
|
-$286K |
AIVL Hedge Fund Activity: Q3 2024 in Review
121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2024, worth a combined $107M — up 15% from $92.9M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new AIVL positions and 5 closed out — a net gain of 7 holders — while 25 added to existing stakes and 33 trimmed.
The largest buyer was Holt Capital Partners, adding an estimated $1.66M. The largest seller was Commonwealth Equity Services, cutting an estimated $781K.
- 121 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2024, up from 116 in Q2 2024.
- Funds reported $107M of WisdomTree US AI Enhanced Value Fund stock for Q3 2024, up 15% quarter-over-quarter.
- 12 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2024 and 5 closed out, a net change of +7 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2024 was Holt Capital Partners, an estimated $1.66M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2024 was Commonwealth Equity Services, an estimated $781K sold.
Based on aggregated 13F filings for Q3 2024.