We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

119 hedge funds and large institutions have $105M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $94.5M → $105M (+$10.3M)

7% more funds holding

Funds holding: 111 → 119 (+8)

3.1% more ownership

Funds ownership: 25.92% → 29.02% (+3.1%)

37% less call options, than puts

Call options by funds: $547K | Put options by funds: $873K

71% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 45

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
13
Reduced
45
Closed
5
Calls
$547K
Puts
$873K
Net Calls
-$326K
Net Calls Change
+$234K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.18M
2
FFN
Focus Financial Network
Minnesota
+$725K
3
AC
Apella Capital
Connecticut
+$414K
4
Stifel Financial
Stifel Financial
Missouri
+$212K
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$199K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.34M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$572K
4
CFA
Cahill Financial Advisors
Minnesota
-$420K
5
HCP
Holt Capital Partners
Texas
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
51
Altrius Capital Management
North Carolina
$437K -$15.3K -170 -4%
Mariner
52
Mariner
Kansas
$408K -$10.2K -113 -3%
SWM
53
Spire Wealth Management
Virginia
$394K – – –
OIA
54
OneDigital Investment Advisors
Kansas
$384K – – –
KAS
55
Kestra Advisory Services
Texas
$372K -$52.2K -581 -13%
AM
56
AGF Management
Ontario, Canada
$364K -$45K -500 -12%
GLLW
57
Graves Light Lenhart Wealth
Virginia
$362K – – –
FAM
58
Flaharty Asset Management
Florida
$344K – – –
TWM
59
Tradition Wealth Management
Minnesota
$337K – – –
RCI
60
RS Crum Inc
California
$328K -$92.2K -1,025 -23%
PWP
61
Perfromance Wealth Partners
Illinois
$326K – – –
SFA
62
Sequoia Financial Advisors
Ohio
$297K – – –
Creative Planning
63
Creative Planning
Kansas
$292K – – –
BFG
64
Bouchey Financial Group
New York
$272K – – –
FWM
65
Fingerlakes Wealth Management
New York
$267K +$1.53K +17 +0.6%
TRCT
66
Tower Research Capital (TRC)
New York
$266K -$98.4K -1,094 -28%
TCOV
67
Trust Company of Vermont
Vermont
$261K – – –
EW
68
Element Wealth
Mississippi
$244K -$28.3K -315 -11%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$238K -$14.8K -165 -6%
P
70
&Partners
Tennessee
$227K – – –
Stifel Financial
71
Stifel Financial
Missouri
$227K +$212K +2,362 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$220K -$7.28K -81 -3%
KFI
73
Key Financial Inc
Pennsylvania
$216K +$90 +1 +0%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$213K +$199K +2,217 New
AAM
75
Augustine Asset Management
Florida
$211K +$198K +2,199 New
1 2
3
4 5

AIVL Hedge Fund Activity: Q4 2023 in Review

119 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2023, worth a combined $105M — up 11% from $94.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AIVL positions and 5 closed out — a net gain of 8 holders — while 13 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.18M. The largest seller was Citadel Advisors, cutting an estimated $1.56M.

  • 119 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2023, up from 111 in Q3 2023.
  • Funds reported $105M of WisdomTree US AI Enhanced Value Fund stock for Q4 2023, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2023 and 5 closed out, a net change of +8 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2023 was Morgan Stanley, an estimated $7.18M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2023 was Citadel Advisors, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2023.