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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $100M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GRP
1
Global Retirement Partners
California
$1.37M
2
NFW
2
Noble Family Wealth
Florida
$10.1M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$706K
4
UBS Group
4
UBS Group
Switzerland
$511K
5
CRC
5
Curi RMB Capital
Illinois
$2.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.32M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$766K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.33M
4
HCP
4
Holt Capital Partners
Texas
$825K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
51
Altrius Capital Management
North Carolina
$417K 3,690 +47 +1%
VA
52
VestGen Advisors
Illinois
$403K 3,566 – –
TRCT
53
Tower Research Capital (TRC)
New York
$391K 3,462 -4,497 -57%
GLLW
54
Graves Light Lenhart Wealth
Virginia
$385K 3,407 – –
NA
55
Novus Advisors
South Carolina
$365K 3,230 – –
WB
56
Webster Bank
Connecticut
$343K 3,030 -470 -13%
AGC
57
Aspen Grove Capital
Colorado
$339K 3,000 -5,250 -64%
TWM
58
Tradition Wealth Management
Minnesota
$325K 2,875 -321 -10%
LP
59
LGL Partners
Pennsylvania
$324K 2,902 +12 +0.4%
BFG
60
Bouchey Financial Group
New York
$321K 2,840 – –
TCOV
61
Trust Company of Vermont
Vermont
$308K 2,720 – –
FWM
62
Fingerlakes Wealth Management
New York
$307K 2,715 +11 +0.4%
MCWS
63
McKinley Carter Wealth Services
West Virginia
$304K 2,688 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$294K 2,603 – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$288K 2,550 – –
Stifel Financial
66
Stifel Financial
Missouri
$287K 2,537 +2 +0.1%
Creative Planning
67
Creative Planning
Kansas
$282K 2,492 – –
HighTower Advisors
68
HighTower Advisors
Illinois
$275K 2,430 +159 +7%
P
69
&Partners
Tennessee
$272K 2,403 – –
MA
70
Mezzasalma Advisors
New Jersey
$264K 2,339 +9 +0.4%
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$258K 2,278 +2,278 New
AM
72
AGF Management
Ontario, Canada
$255K 2,255 – –
SC
73
SouthState Corp
Florida
$240K 2,124 – –
William Blair & Company
74
William Blair & Company
Illinois
$238K 2,103 – –
SWA
75
Sax Wealth Advisors
New Jersey
$233K 2,057 – –
1 2
3
4 5