AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $137M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 51 reducing their positions, and 6 closing their positions.

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
30
Reduced
51
Closed
6
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$227K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$2.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.39M
3
TYCC
3
Texas Yale Capital Corp
Florida
$775K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.9M
5
JWS
5
Juncture Wealth Strategies
Arizona
$472K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.05M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$7.78M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.54M
4
Citadel Advisors
4
Citadel Advisors
Florida
$739K
5
Morgan Stanley
5
Morgan Stanley
New York
$9.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
51
Financial Gravity Asset Management
Texas
$735K -$84.4K -899 -10%
SWM
52
Spire Wealth Management
Virginia
$727K +$94 +1 +0%
ANB
53
Amarillo National Bank
Texas
$661K – – –
MA
54
Montag & Associates
Georgia
$612K +$158K +1,677 +35%
DWP
55
Destiny Wealth Partners
Florida
$575K – – –
MCWS
56
McKinley Carter Wealth Services
West Virginia
$521K – – –
APA
57
American Portfolios Advisors
New York
$485K -$10.1K -108 -2%
JWS
58
Juncture Wealth Strategies
Arizona
$472K +$472K +5,020 New
Lido Advisors
59
Lido Advisors
California
$445K -$1.5K -16 -0.3%
GW
60
GW & Wade
Massachusetts
$442K – – –
FAM
61
Flaharty Asset Management
Florida
$416K – – –
SC
62
SouthState Corp
Florida
$382K -$72.4K -770 -16%
OIA
63
OneDigital Investment Advisors
Kansas
$376K -$10.7K -114 -3%
BOS
64
Bingham Osborn & Scarborough
California
$369K – – –
GLLW
65
Graves Light Lenhart Wealth
Virginia
$358K – – –
TWM
66
Tradition Wealth Management
Minnesota
$333K – – –
MCM
67
MAI Capital Management
Ohio
$315K -$121K -1,291 -28%
COCM
68
Charter Oak Capital Management
New Hampshire
$311K -$39K -416 -11%
Northern Trust
69
Northern Trust
Illinois
$288K +$288K +3,067 New
TCOV
70
Trust Company of Vermont
Vermont
$262K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$261K -$9.39K -100 -3%
EW
72
Element Wealth
Mississippi
$257K – – –
LP
73
LGL Partners
Pennsylvania
$250K +$1.5K +16 +0.6%
GFS
74
GYL Financial Synergies
Connecticut
$248K +$48.2K +513 +24%
HighTower Advisors
75
HighTower Advisors
Illinois
$236K +$95 +1 +0%
1 2
3
4 5