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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

125 hedge funds and large institutions have $96.6M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
41
Closed
6
Calls
$569K
Puts
$468K
Net Calls
+$101K
Net Calls Change
+$280K

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$2.57M
2
PFS
2
Prospera Financial Services
Texas
$1.55M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.73M
4
Mariner
4
Mariner
Kansas
$589K
5
SFA
5
Sequoia Financial Advisors
Ohio
$285K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.09M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$487K
Name Holding Trade Value Shares
Change 		Shares
Change %
PVAMC
51
PPS&V Asset Management Consultants
Michigan
$450K +$450K +4,901 New
RCI
52
RS Crum Inc
California
$429K -$184K -2,005 -30%
AM
53
AGF Management
Ontario, Canada
$407K +$407K +4,430 New
OIA
54
OneDigital Investment Advisors
Kansas
$367K – – –
MCM
55
MAI Capital Management
Ohio
$348K -$10K -109 -3%
GLLW
56
Graves Light Lenhart Wealth
Virginia
$347K – – –
FAM
57
Flaharty Asset Management
Florida
$339K – – –
TWM
58
Tradition Wealth Management
Minnesota
$323K – – –
PWP
59
Perfromance Wealth Partners
Illinois
$312K – – –
SFA
60
Sequoia Financial Advisors
Ohio
$285K +$285K +3,100 New
HighTower Advisors
61
HighTower Advisors
Illinois
$267K +$38K +415 +17%
EW
62
Element Wealth
Mississippi
$264K – – –
SWM
63
Spire Wealth Management
Virginia
$264K +$92 +1 +0%
LP
64
LGL Partners
Pennsylvania
$252K +$1.75K +19 +0.7%
TCOV
65
Trust Company of Vermont
Vermont
$250K – – –
FWM
66
Fingerlakes Wealth Management
New York
$250K +$1.74K +19 +0.7%
JWS
67
Juncture Wealth Strategies
Arizona
$246K -$165K -1,795 -40%
Northern Trust
68
Northern Trust
Illinois
$239K – – –
SC
69
SouthState Corp
Florida
$232K – – –
P
70
&Partners
Tennessee
$230K – – –
William Blair & Company
71
William Blair & Company
Illinois
$228K – – –
Truist Financial
72
Truist Financial
North Carolina
$227K -$136K -1,482 -37%
MCM
73
Mengis Capital Management
Oregon
$227K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$225K -$21.3K -233 -9%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$224K – – –
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3
4 5