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WisdomTree US AI Enhanced Value Fund

111 hedge funds and large institutions have $94.5M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.59% more ownership

Funds ownership: 24.33%25.92% (+1.6%)

2% less capital invested

Capital invested by funds: $96.3M → $94.5M (-$1.74M)

2% less funds holding

Funds holding: 113111 (-2)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $560K

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
36
Closed
8
Calls
Puts
$560K
Net Calls
-$560K
Net Calls Change
-$570K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$388K +$94 +1 +0%
AM
52
AGF Management
Ontario, Canada
$382K -$12.6K -135 -3%
SWM
53
Spire Wealth Management
Virginia
$371K +$94 +1 +0%
OIA
54
OneDigital Investment Advisors
Kansas
$356K
TRCT
55
Tower Research Capital (TRC)
New York
$344K -$60.3K -644 -14%
GLLW
56
Graves Light Lenhart Wealth
Virginia
$332K
FAM
57
Flaharty Asset Management
Florida
$319K -$2.44K -26 -0.7%
TWM
58
Tradition Wealth Management
Minnesota
$313K
PWP
59
Perfromance Wealth Partners
Illinois
$302K
SFA
60
Sequoia Financial Advisors
Ohio
$276K
Creative Planning
61
Creative Planning
Kansas
$271K +$46.4K +495 +19%
William Blair & Company
62
William Blair & Company
Illinois
$261K
EW
63
Element Wealth
Mississippi
$254K
BFG
64
Bouchey Financial Group
New York
$253K +$266K +2,840 New
FWM
65
Fingerlakes Wealth Management
New York
$246K +$2.06K +22 +0.8%
TCOV
66
Trust Company of Vermont
Vermont
$242K
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$236K +$248K +2,651 New
AFO
68
Arrowroot Family Office
California
$235K +$2.72K +29 +1%
SC
69
SouthState Corp
Florida
$225K
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$222K -$9.08K -97 -4%
Truist Financial
71
Truist Financial
North Carolina
$220K +$1.87K +20 +0.8%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$211K
P
73
&Partners
Tennessee
$211K -$3.09K -33 -1%
KFI
74
Key Financial Inc
Pennsylvania
$201K -$4.87K -52 -2%
BAM
75
Bellevue Asset Management
Washington
$121K -$6.18K -66 -5%