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WisdomTree US AI Enhanced Value Fund

113 hedge funds and large institutions have $96.3M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
40
Closed
13
Calls
$253K
Puts
$243K
Net Calls
+$10K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Shares
Change %
AM
51
AGF Management
Ontario, Canada
$414K
KAS
52
Kestra Advisory Services
Texas
$414K -$25.2K -269 -6%
Mariner
53
Mariner
Kansas
$408K -$95.7K -1,023 -19%
SWM
54
Spire Wealth Management
Virginia
$390K -$69K -738 -15%
OIA
55
OneDigital Investment Advisors
Kansas
$374K
GLLW
56
Graves Light Lenhart Wealth
Virginia
$353K
FAM
57
Flaharty Asset Management
Florida
$338K
TWM
58
Tradition Wealth Management
Minnesota
$329K
PWP
59
Perfromance Wealth Partners
Illinois
$316K
SFA
60
Sequoia Financial Advisors
Ohio
$290K
William Blair & Company
61
William Blair & Company
Illinois
$275K +$64.8K +693 +31%
EW
62
Element Wealth
Mississippi
$267K
FWM
63
Fingerlakes Wealth Management
New York
$257K +$1.5K +16 +0.6%
TCOV
64
Trust Company of Vermont
Vermont
$254K
AFO
65
Arrowroot Family Office
California
$245K -$19.6K -210 -7%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$242K -$484K -5,172 -67%
Creative Planning
67
Creative Planning
Kansas
$238K +$10.8K +115 +5%
SC
68
SouthState Corp
Florida
$236K
Truist Financial
69
Truist Financial
North Carolina
$229K -$1.12K -12 -0.5%
P
70
&Partners
Tennessee
$225K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$222K
KFI
72
Key Financial Inc
Pennsylvania
$216K +$94 +1 +0%
Stifel Financial
73
Stifel Financial
Missouri
$206K +$206K +2,201 New
AAM
74
Augustine Asset Management
Florida
$203K +$203K +2,167 New
BAM
75
Bellevue Asset Management
Washington
$134K