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WisdomTree US AI Enhanced Value Fund

125 hedge funds and large institutions have $95.7M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
45
Closed
13
Calls
$719K
Puts
$559K
Net Calls
+$160K
Net Calls Change
-$930K
Name Holding Trade Value Shares
Change
Shares
Change %
GW
51
GW & Wade
Massachusetts
$430K +$89 +1 +0%
JWS
52
Juncture Wealth Strategies
Arizona
$409K -$27.7K -313 -6%
APA
53
American Portfolios Advisors
New York
$386K -$50.5K -569 -12%
OIA
54
OneDigital Investment Advisors
Kansas
$355K
Cerity Partners
55
Cerity Partners
New York
$348K +$348K +3,924 New
GLLW
56
Graves Light Lenhart Wealth
Virginia
$335K -$2.75K -31 -0.8%
FAM
57
Flaharty Asset Management
Florida
$328K -$64.8K -730 -16%
TWM
58
Tradition Wealth Management
Minnesota
$312K -$2.31K -26 -0.7%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$305K
PWP
60
Perfromance Wealth Partners
Illinois
$302K
MCM
61
MAI Capital Management
Ohio
$298K
FWM
62
Fingerlakes Wealth Management
New York
$296K +$1.33K +15 +0.5%
SC
63
SouthState Corp
Florida
$292K
COCM
64
Charter Oak Capital Management
New Hampshire
$273K -$9.51K -107 -3%
TCOV
65
Trust Company of Vermont
Vermont
$247K
LP
66
LGL Partners
Pennsylvania
$241K +$1.16K +13 +0.5%
EW
67
Element Wealth
Mississippi
$231K -$2.4K -27 -1%
Northern Trust
68
Northern Trust
Illinois
$231K
Lido Advisors
69
Lido Advisors
California
$226K
HighTower Advisors
70
HighTower Advisors
Illinois
$222K
P
71
&Partners
Tennessee
$222K
William Blair & Company
72
William Blair & Company
Illinois
$221K
MCM
73
Mengis Capital Management
Oregon
$220K +$28.8K +325 +15%
Truist Financial
74
Truist Financial
North Carolina
$216K -$67.9K -767 -24%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$216K