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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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
Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.62%
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

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.16M
4
AFM
4
Armstrong Fleming & Moore
District of Columbia
$413K
5
WIM
5
Westside Investment Management
California
$2.07M

Top Sellers

1
FHB
1
First Hawaiian Bank
Hawaii
$0
2
HCP
2
Holt Capital Partners
Texas
$1.98M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$328K
4
FAM
4
Flaharty Asset Management
Florida
$45.9K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$239K -2,181 -29%
NFG
38
Nadler Financial Group
Illinois
$563K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$556K -$8.23K -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 -$2.97K -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%
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