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WisdomTree US AI Enhanced Value Fund

121 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
121
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
26
Robinson Smith Wealth Advisors
Maine
$862K
Citadel Advisors
27
Citadel Advisors
Florida
$862K
HCP
28
Holt Capital Partners
Texas
$825K
ANB
29
Amarillo National Bank
Texas
$795K
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$782K
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$766K
KLI
32
Kelman-Lazarov Inc
Tennessee
$727K
Baird Financial Group
33
Baird Financial Group
Wisconsin
$706K
DWP
34
Destiny Wealth Partners
Florida
$692K
PWM
35
Perigon Wealth Management
California
$665K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$634K
Osaic Holdings
37
Osaic Holdings
Arizona
$585K
NFG
38
Nadler Financial Group
Illinois
$580K
NA
39
NewEdge Advisors
Louisiana
$562K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$536K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$533K
MA
42
Montag & Associates
Georgia
$529K
UBS Group
43
UBS Group
Switzerland
$511K
WA
44
Waverly Advisors
Alabama
$478K
KAS
45
Kestra Advisory Services
Texas
$477K
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
CFA
50
Cahill Financial Advisors
Minnesota
$429K