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WisdomTree US AI Enhanced Value Fund
AIVL

141 hedge funds and large institutions have $141M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

8% more funds holding

Funds holding: 130 → 141 (+11)

2% more capital invested

Capital invested by funds: $137M → $141M (+$3.4M)

0.07% more ownership

Funds ownership: 26.03% → 26.1% (+0.07%)

26% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 46

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
34
Reduced
46
Closed
6
Calls
$405K
Puts
–
Net Calls
+$405K
Net Calls Change
-$328K

Top Buyers

Rank Fund Capital Flow
1
AWM
Apollon Wealth Management
South Carolina
+$1.7M
2
Osaic Holdings
Osaic Holdings
Arizona
+$684K
3
Citadel Advisors
Citadel Advisors
Florida
+$276K
4
GHA
GW Henssler & Associates
Georgia
+$208K
5
M&T Bank
M&T Bank
New York
+$203K

Top Sellers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
-$2M
2
Ameriprise
Ameriprise
Minnesota
-$1.99M
3
FTUS
Flow Traders U.S.
New York
-$1.46M
4
UBS Group
UBS Group
Switzerland
-$1.36M
5
Goldman Sachs
Goldman Sachs
New York
-$839K
Name Holding Trade Value Shares
Change 		Change in
Stake
ANB
51
Amarillo National Bank
Texas
$711K – – –
DWP
52
Destiny Wealth Partners
Florida
$619K – – –
MA
53
Montag & Associates
Georgia
$605K -$50.9K -522 -8%
MCWS
54
McKinley Carter Wealth Services
West Virginia
$561K – – –
TRCT
55
Tower Research Capital (TRC)
New York
$533K -$264K -2,706 -34%
APA
56
American Portfolios Advisors
New York
$504K -$17.7K -182 -4%
JWS
57
Juncture Wealth Strategies
Arizona
$503K -$4.19K -43 -0.9%
GW
58
GW & Wade
Massachusetts
$476K – – –
FAM
59
Flaharty Asset Management
Florida
$448K – – –
OIA
60
OneDigital Investment Advisors
Kansas
$405K – – –
FWM
61
Fingerlakes Wealth Management
New York
$398K +$385K +3,952 New
GLLW
62
Graves Light Lenhart Wealth
Virginia
$385K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$369K +$356K +3,649 New
TWM
64
Tradition Wealth Management
Minnesota
$358K – – –
PWP
65
Perfromance Wealth Partners
Illinois
$344K +$332K +3,400 New
MCM
66
MAI Capital Management
Ohio
$339K – – –
SC
67
SouthState Corp
Florida
$333K -$75.1K -770 -19%
Truist Financial
68
Truist Financial
North Carolina
$324K +$78.3K +803 +33%
COCM
69
Charter Oak Capital Management
New Hampshire
$321K -$13.4K -137 -4%
SWM
70
Sculati Wealth Management
Michigan
$306K +$54.6K +560 +23%
TCOV
71
Trust Company of Vermont
Vermont
$282K – – –
JP Morgan Chase
72
JP Morgan Chase
New York
$281K – – –
LP
73
LGL Partners
Pennsylvania
$272K +$2.54K +26 +1%
EW
74
Element Wealth
Mississippi
$268K -$7.31K -75 -3%
Northern Trust
75
Northern Trust
Illinois
$263K -$45.5K -467 -15%
1 2
3
4 5

AIVL Hedge Fund Activity: Q4 2021 in Review

141 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2021, worth a combined $141M — up 2.5% from $137M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AIVL positions and 6 closed out — a net gain of 12 holders — while 34 added to existing stakes and 46 trimmed.

The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $1.7M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $2M.

  • 141 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2021, up from 130 in Q3 2021.
  • Funds reported $141M of WisdomTree US AI Enhanced Value Fund stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 18 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2021 and 6 closed out, a net change of +12 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2021 was Apollon Wealth Management, an estimated $1.7M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2021 was Steward Partners Investment Advisory, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2021.