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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.18%
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

1
AWM
1
Apollon Wealth Management
South Carolina
$1.77M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.67M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
GHA
4
GW Henssler & Associates
Georgia
$3.51M
5
M&T Bank
5
M&T Bank
New York
$210K

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.83M
2
Ameriprise
2
Ameriprise
Minnesota
$1.76M
3
FTUS
3
Flow Traders U.S.
New York
$769K
4
UBS Group
4
UBS Group
Switzerland
$1.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
51
Amarillo National Bank
Texas
$711K – – –
DWP
52
Destiny Wealth Partners
Florida
$619K – – –
MA
53
Montag & Associates
Georgia
$605K -$52.8K -522 -8%
MCWS
54
McKinley Carter Wealth Services
West Virginia
$561K – – –
TRCT
55
Tower Research Capital (TRC)
New York
$533K -$274K -2,706 -34%
APA
56
American Portfolios Advisors
New York
$504K -$18.4K -182 -4%
JWS
57
Juncture Wealth Strategies
Arizona
$503K -$4.35K -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 +$398K +3,952 New
GLLW
62
Graves Light Lenhart Wealth
Virginia
$385K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$369K +$369K +3,649 New
TWM
64
Tradition Wealth Management
Minnesota
$358K – – –
PWP
65
Perfromance Wealth Partners
Illinois
$344K +$344K +3,400 New
MCM
66
MAI Capital Management
Ohio
$339K – – –
SC
67
SouthState Corp
Florida
$333K -$77.9K -770 -19%
Truist Financial
68
Truist Financial
North Carolina
$324K +$81.3K +803 +33%
COCM
69
Charter Oak Capital Management
New Hampshire
$321K -$13.8K -137 -4%
SWM
70
Sculati Wealth Management
Michigan
$306K +$56.6K +560 +23%
TCOV
71
Trust Company of Vermont
Vermont
$282K – – –
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$281K – – –
LP
73
LGL Partners
Pennsylvania
$272K +$2.63K +26 +1%
EW
74
Element Wealth
Mississippi
$268K -$7.57K -75 -3%
Northern Trust
75
Northern Trust
Illinois
$263K -$47.2K -467 -15%
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