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WisdomTree US AI Enhanced Value Fund
AIVL

119 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 116 → 119 (+3)

3% more capital invested

Capital invested by funds: $100M → $104M (+$3.49M)

0.51% more ownership

Funds ownership: 26.32% → 26.83% (+0.51%)

51% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 41

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $25K

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
41
Closed
6
Calls
–
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.15M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.03M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$444K
4
AFM
Armstrong Fleming & Moore
District of Columbia
+$413K
5
WIM
Westside Investment Management
California
+$409K

Top Sellers

Rank Fund Capital Flow
1
FHB
First Hawaiian Bank
Hawaii
-$1.11M
2
HCP
Holt Capital Partners
Texas
-$417K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$401K
4
FAM
Flaharty Asset Management
Florida
-$261K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$961K +$1.98K +18 +0.2%
AGC
27
Aspen Grove Capital
Colorado
$906K – – –
TRCT
28
Tower Research Capital (TRC)
New York
$874K +$103K +942 +13%
Cerity Partners
29
Cerity Partners
New York
$861K +$1.87K +17 +0.2%
RSWA
30
Robinson Smith Wealth Advisors
Maine
$837K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$833K +$294K +2,676 +55%
ANB
32
Amarillo National Bank
Texas
$772K – – –
KLI
33
Kelman-Lazarov Inc
Tennessee
$712K +$1.65K +15 +0.2%
DWP
34
Destiny Wealth Partners
Florida
$672K – – –
PWM
35
Perigon Wealth Management
California
$653K – – –
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$643K -$217K -1,977 -25%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$597K -$240K -2,181 -29%
NFG
38
Nadler Financial Group
Illinois
$563K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$556K -$8.24K -75 -1%
NA
40
NewEdge Advisors
Louisiana
$546K – – –
MA
41
Montag & Associates
Georgia
$542K – – –
Mariner
42
Mariner
Kansas
$515K +$45.8K +417 +10%
WA
43
Waverly Advisors
Alabama
$473K -$1.65K -15 -0.3%
SWM
44
Spire Wealth Management
Virginia
$459K +$110 +1 +0%
PVAMC
45
PPS&V Asset Management Consultants
Michigan
$449K – – –
OIA
46
OneDigital Investment Advisors
Kansas
$439K – – –
PWP
47
Perfromance Wealth Partners
Illinois
$428K -$2.96K -27 -0.7%
CFA
48
Cahill Financial Advisors
Minnesota
$417K +$1.1K +10 +0.3%
AFM
49
Armstrong Fleming & Moore
District of Columbia
$413K +$413K +3,762 New
ACM
50
Altrius Capital Management
North Carolina
$400K -$26.9K -245 -6%
1
2
3 4 5

AIVL Hedge Fund Activity: Q1 2025 in Review

119 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q1 2025, worth a combined $104M — up 3.5% from $100M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new AIVL positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 41 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.15M. The largest seller was First Hawaiian Bank, exiting entirely with an estimated $1.11M sold.

  • 119 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q1 2025, up from 116 in Q4 2024.
  • Funds reported $104M of WisdomTree US AI Enhanced Value Fund stock for Q1 2025, up 3.5% quarter-over-quarter.
  • 9 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q1 2025 was Citadel Advisors, an estimated $1.15M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q1 2025 was First Hawaiian Bank, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2025.