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WisdomTree US AI Enhanced Value Fund

121 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 7 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
$891K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWA
26
Robinson Smith Wealth Advisors
Maine
$882K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$871K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$856K
ANB
29
Amarillo National Bank
Texas
$834K
IFWM
30
Institute for Wealth Management
Colorado
$778K
KLI
31
Kelman-Lazarov Inc
Tennessee
$740K
DBFM
32
Dickmeyer Boyce Financial Management
Indiana
$735K
DWP
33
Destiny Wealth Partners
Florida
$708K
Baird Financial Group
34
Baird Financial Group
Wisconsin
$683K
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$679K
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$663K
PWM
37
Perigon Wealth Management
California
$641K
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$630K
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$580K
DWML
40
Decker Wealth Management LLC
Tennessee
$565K
KAS
41
Kestra Advisory Services
Texas
$538K
AQR Capital Management
42
AQR Capital Management
Connecticut
$516K
MA
43
Montag & Associates
Georgia
$489K
Mariner
44
Mariner
Kansas
$486K
PVAMC
45
PPS&V Asset Management Consultants
Michigan
$473K
Citadel Advisors
46
Citadel Advisors
Florida
$468K
OIA
47
OneDigital Investment Advisors
Kansas
$463K
EWS
48
Evergreen Wealth Solutions
Pennsylvania
$461K
WA
49
Waverly Advisors
Alabama
$449K
CFA
50
Cahill Financial Advisors
Minnesota
$441K