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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.77%
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

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$2.49M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.95M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.16M
5
BFG
5
Bouchey Financial Group
New York
$253K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
CAM
2
Cresset Asset Management
Illinois
$0
3
CRC
3
Curi RMB Capital
Illinois
$1.72M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$912K
5
Cerity Partners
5
Cerity Partners
New York
$878K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$388K +$89 +1 +0%
AM
52
AGF Management
Ontario, Canada
$382K -$12K -135 -3%
SWM
53
Spire Wealth Management
Virginia
$371K +$89 +1 +0%
OIA
54
OneDigital Investment Advisors
Kansas
$356K – – –
TRCT
55
Tower Research Capital (TRC)
New York
$344K -$57.3K -644 -14%
GLLW
56
Graves Light Lenhart Wealth
Virginia
$332K – – –
FAM
57
Flaharty Asset Management
Florida
$319K -$2.31K -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 +$44K +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 +$253K +2,840 New
FWM
65
Fingerlakes Wealth Management
New York
$246K +$1.96K +22 +0.8%
TCOV
66
Trust Company of Vermont
Vermont
$242K – – –
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$236K +$236K +2,651 New
AFO
68
Arrowroot Family Office
California
$235K +$2.58K +29 +1%
SC
69
SouthState Corp
Florida
$225K – – –
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$222K -$8.63K -97 -4%
Truist Financial
71
Truist Financial
North Carolina
$220K +$1.78K +20 +0.8%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$211K – – –
P
73
&Partners
Tennessee
$211K -$2.94K -33 -1%
KFI
74
Key Financial Inc
Pennsylvania
$201K -$4.63K -52 -2%
BAM
75
Bellevue Asset Management
Washington
$121K -$5.87K -66 -5%
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3
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