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WisdomTree US AI Enhanced Value Fund

121 hedge funds and large institutions have $88.3M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
26
Reduced
44
Closed
8
Calls
$343K
Puts
$522K
Net Calls
-$179K
Net Calls Change
-$339K
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
51
McKinley Carter Wealth Services
West Virginia
$420K -$32.7K -400 -7%
JWS
52
Juncture Wealth Strategies
Arizona
$365K -$11.6K -142 -3%
APA
53
American Portfolios Advisors
New York
$355K +$163 +2 +0%
OIA
54
OneDigital Investment Advisors
Kansas
$327K
Truist Financial
55
Truist Financial
North Carolina
$323K +$124K +1,516 +62%
MCM
56
MAI Capital Management
Ohio
$318K +$44.4K +545 +16%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$308K
FAM
58
Flaharty Asset Management
Florida
$302K
TWM
59
Tradition Wealth Management
Minnesota
$287K
PWP
60
Perfromance Wealth Partners
Illinois
$278K
EW
61
Element Wealth
Mississippi
$235K +$22.9K +280 +11%
SWM
62
Spire Wealth Management
Virginia
$234K -$254K -3,118 -52%
Mariner
63
Mariner
Kansas
$230K +$230K +2,818 New
LP
64
LGL Partners
Pennsylvania
$223K +$1.47K +18 +0.7%
TCOV
65
Trust Company of Vermont
Vermont
$222K -$5.31K -65 -2%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$220K -$61.6K -753 -22%
FWM
67
Fingerlakes Wealth Management
New York
$220K -$51.4K -631 -19%
Northern Trust
68
Northern Trust
Illinois
$212K
Lido Advisors
69
Lido Advisors
California
$208K
SC
70
SouthState Corp
Florida
$206K -$62.8K -769 -23%
HighTower Advisors
71
HighTower Advisors
Illinois
$205K +$82 +1 +0%
P
72
&Partners
Tennessee
$204K
William Blair & Company
73
William Blair & Company
Illinois
$203K
MCM
74
Mengis Capital Management
Oregon
$202K
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$199K