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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $94M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
47
Closed
8
Calls
$302K
Puts
$522K
Net Calls
-$220K
Net Calls Change
-$321K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$223K
2
SWM
2
Spire Wealth Management
Virginia
$450K
3
WPIC
3
White Pine Investment Company
Michigan
$2.41M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$884K
5
Bank of America
5
Bank of America
North Carolina
$94.2K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$671K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.61M
4
Wells Fargo
4
Wells Fargo
California
$1.01M
5
LPL Financial
5
LPL Financial
California
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$430K -$195K -2,128 -31%
RCI
52
RS Crum Inc
California
$428K – – –
AM
53
AGF Management
Ontario, Canada
$406K – – –
OIA
54
OneDigital Investment Advisors
Kansas
$367K – – –
GLLW
55
Graves Light Lenhart Wealth
Virginia
$346K – – –
FAM
56
Flaharty Asset Management
Florida
$331K -$7.33K -80 -2%
TWM
57
Tradition Wealth Management
Minnesota
$322K – – –
PWP
58
Perfromance Wealth Partners
Illinois
$312K – – –
SFA
59
Sequoia Financial Advisors
Ohio
$284K – – –
MCM
60
MAI Capital Management
Ohio
$264K -$83K -906 -24%
EW
61
Element Wealth
Mississippi
$262K -$1.93K -21 -0.7%
AFO
62
Arrowroot Family Office
California
$259K +$259K +2,824 New
LP
63
LGL Partners
Pennsylvania
$253K +$1.28K +14 +0.5%
FWM
64
Fingerlakes Wealth Management
New York
$250K +$1.19K +13 +0.5%
TCOV
65
Trust Company of Vermont
Vermont
$249K – – –
SC
66
SouthState Corp
Florida
$231K – – –
Truist Financial
67
Truist Financial
North Carolina
$226K -$1.28K -14 -0.6%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$223K – – –
Creative Planning
69
Creative Planning
Kansas
$223K +$223K +2,432 New
P
70
&Partners
Tennessee
$220K -$9.17K -100 -4%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$218K -$7.44K -81 -3%
SWM
72
Sculati Wealth Management
Michigan
$218K – – –
KFI
73
Key Financial Inc
Pennsylvania
$211K -$5.41K -59 -2%
William Blair & Company
74
William Blair & Company
Illinois
$206K -$22.3K -243 -10%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$204K +$43K +469 +27%
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