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WisdomTree US AI Enhanced Value Fund
AIVL

130 hedge funds and large institutions have $138M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

5% more funds holding

Funds holding: 124 → 130 (+6)

2% more capital invested

Capital invested by funds: $135M → $138M (+$2.93M)

0.2% more ownership

Funds ownership: 26.73% → 26.93% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
32
Reduced
45
Closed
13
Calls
$586K
Puts
–
Net Calls
+$586K
Net Calls Change
+$164K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.09M
2
PFS
Prospera Financial Services
Texas
+$357K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$236K
4
LP
LGL Partners
Pennsylvania
+$213K
5
SPIA
Steward Partners Investment Advisory
New York
+$206K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.1M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.73M
3
Morgan Stanley
Morgan Stanley
New York
-$1.71M
4
AWM
AE Wealth Management
Kansas
-$1.18M
5
SS
Simplicity Solutions
Minnesota
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
51
Prospera Financial Services
Texas
$483K +$357K +4,438 +338%
MCWS
52
McKinley Carter Wealth Services
West Virginia
$464K -$393K -4,888 -47%
JWS
53
Juncture Wealth Strategies
Arizona
$462K +$7.23K +90 +2%
GFS
54
GYL Financial Synergies
Connecticut
$447K -$155K -1,933 -27%
MA
55
Montag & Associates
Georgia
$444K -$20.1K -250 -5%
APA
56
American Portfolios Advisors
New York
$439K -$23.2K -289 -5%
TRCT
57
Tower Research Capital (TRC)
New York
$422K -$233K -2,900 -37%
HCM
58
Hollencrest Capital Management
California
$419K -$177K -2,200 -31%
FWM
59
Foresight Wealth Management
Utah
$415K – – –
William Blair & Company
60
William Blair & Company
Illinois
$414K – – –
SC
61
SouthState Corp
Florida
$405K – – –
Lido Advisors
62
Lido Advisors
California
$398K – – –
GW
63
GW & Wade
Massachusetts
$394K +$28.1K +350 +8%
MCM
64
MAI Capital Management
Ohio
$389K +$135K +1,685 +57%
FAM
65
Flaharty Asset Management
Florida
$371K -$16.1K -200 -4%
COCM
66
Charter Oak Capital Management
New Hampshire
$355K +$341K +4,240 New
P
67
&Partners
Tennessee
$350K – – –
OIA
68
OneDigital Investment Advisors
Kansas
$335K – – –
GLLW
69
Graves Light Lenhart Wealth
Virginia
$323K – – –
FAIM
70
Financial Advocates Investment Management
Washington
$307K +$146K +1,811 +58%
TWM
71
Tradition Wealth Management
Minnesota
$297K +$285K +3,543 New
NA
72
NewEdge Advisors
Louisiana
$294K -$18.7K -233 -6%
SHGA
73
Sand Hill Global Advisors
California
$285K -$252K -3,138 -48%
MCM
74
Mengis Capital Management
Oregon
$268K -$30.5K -380 -11%
FCI
75
Financial Counselors Inc
Kansas
$250K – – –
1 2
3
4 5

AIVL Hedge Fund Activity: Q4 2020 in Review

130 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2020, worth a combined $138M — up 2.2% from $135M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AIVL positions and 13 closed out — a net gain of 7 holders — while 32 added to existing stakes and 45 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.09M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.1M sold.

  • 130 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2020, up from 124 in Q3 2020.
  • Funds reported $138M of WisdomTree US AI Enhanced Value Fund stock for Q4 2020, up 2.2% quarter-over-quarter.
  • 20 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2020 and 13 closed out, a net change of +7 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2020 was Citadel Advisors, an estimated $1.09M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2020 was Goldman Sachs, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2020.