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WisdomTree US AI Enhanced Value Fund

133 hedge funds and large institutions have $163M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
45
Closed
10
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$588K -$220K -2,262 -27%
TRCT
52
Tower Research Capital (TRC)
New York
$546K +$345K +3,547 +171%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$539K
FTUS
54
Flow Traders U.S.
New York
$517K +$517K +5,318 New
APA
55
American Portfolios Advisors
New York
$513K -$22.6K -232 -4%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$491K
SC
57
SouthState Corp
Florida
$470K
MA
58
Montag & Associates
Georgia
$470K
Lido Advisors
59
Lido Advisors
California
$462K
GW
60
GW & Wade
Massachusetts
$457K
MCM
61
MAI Capital Management
Ohio
$452K
FAM
62
Flaharty Asset Management
Florida
$430K
OIA
63
OneDigital Investment Advisors
Kansas
$400K +$11.1K +114 +3%
BOS
64
Bingham Osborn & Scarborough
California
$382K
GLLW
65
Graves Light Lenhart Wealth
Virginia
$370K
COCM
66
Charter Oak Capital Management
New Hampshire
$363K -$9.25K -95 -2%
TWM
67
Tradition Wealth Management
Minnesota
$345K
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$280K -$19.4K -200 -6%
TCOV
69
Trust Company of Vermont
Vermont
$271K +$271K +2,785 New
MCM
70
Mengis Capital Management
Oregon
$268K -$2.52K -26 -0.9%
EW
71
Element Wealth
Mississippi
$265K
LP
72
LGL Partners
Pennsylvania
$258K
P
73
&Partners
Tennessee
$243K -$163K -1,680 -40%
HighTower Advisors
74
HighTower Advisors
Illinois
$242K +$97 +1 +0%
SWM
75
Sculati Wealth Management
Michigan
$240K +$486 +5 +0.2%