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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

120 hedge funds and large institutions have $101M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFW
Noble Family Wealth
Florida
+$852K
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$706K
3
UBS Group
UBS Group
Switzerland
+$412K
4
CRC
Curi RMB Capital
Illinois
+$402K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$258K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.32M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22M
4
HCP
Holt Capital Partners
Texas
-$1.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$870K
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWA
26
Robinson Smith Wealth Advisors
Maine
$862K – – –
Citadel Advisors
27
Citadel Advisors
Florida
$862K -$325K -2,878 -27%
HCP
28
Holt Capital Partners
Texas
$825K -$1.21M -10,730 -60%
ANB
29
Amarillo National Bank
Texas
$795K – – –
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$782K +$120K +1,059 +18%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$766K -$1.32M -11,634 -63%
KLI
32
Kelman-Lazarov Inc
Tennessee
$727K -$5.88K -52 -0.8%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$706K +$706K +6,248 New
DWP
34
Destiny Wealth Partners
Florida
$692K – – –
PWM
35
Perigon Wealth Management
California
$665K -$7.12K -63 -1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$634K +$18.9K +167 +3%
Osaic Holdings
37
Osaic Holdings
Arizona
$585K -$242K -2,219 -29%
NFG
38
Nadler Financial Group
Illinois
$580K – – –
NA
39
NewEdge Advisors
Louisiana
$562K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$536K +$199K +1,756 +59%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$533K -$40.3K -356 -7%
MA
42
Montag & Associates
Georgia
$529K -$29.2K -258 -5%
UBS Group
43
UBS Group
Switzerland
$511K +$412K +3,642 +414%
WA
44
Waverly Advisors
Alabama
$478K -$9.27K -82 -2%
KAS
45
Kestra Advisory Services
Texas
$477K +$134K +1,189 +39%
SWM
46
Spire Wealth Management
Virginia
$473K – – –
PVAMC
47
PPS&V Asset Management Consultants
Michigan
$462K – – –
OIA
48
OneDigital Investment Advisors
Kansas
$452K – – –
PWP
49
Perfromance Wealth Partners
Illinois
$434K -$6.78K -60 -2%
CFA
50
Cahill Financial Advisors
Minnesota
$429K +$113 +1 +0%
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