WisdomTree US AI Enhanced Value Fund
AIVL
116 hedge funds and large institutions have $100M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 11 closing their positions.
0.1% more ownership
Funds ownership: 26.22% → 26.32% (+0.1%)
4% less funds holding
Funds holding: 121 → 116 (-5)
6% less capital invested
Capital invested by funds: $107M → $100M (-$6.06M)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
43% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$658K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$325K |
| 3 |
MA
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
+$257K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$198K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 3 |
JP Morgan Chase
New York
|
-$443K |
| 4 |
LPL Financial
San Diego,
California
|
-$412K |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$345K |
AIVL Hedge Fund Activity: Q4 2024 in Review
116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2024, worth a combined $100M — down 5.7% from $107M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of AIVL and 9 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 20 added.
The largest buyer was Focus Partners Wealth, adding an estimated $658K. The largest seller was Susquehanna International Group, cutting an estimated $1.74M.
- 116 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2024, down from 121 in Q3 2024.
- Funds reported $100M of WisdomTree US AI Enhanced Value Fund stock for Q4 2024, down 5.7% quarter-over-quarter.
- 9 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2024 and 11 closed out, a net change of -2 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2024 was Focus Partners Wealth, an estimated $658K added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2024 was Susquehanna International Group, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2024.