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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.74%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$15.3M
2
FFN
2
Focus Financial Network
Minnesota
$773K
3
AC
3
Apella Capital
Connecticut
$438K
4
Stifel Financial
4
Stifel Financial
Missouri
$227K
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$213K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$656K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$784K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.44M
4
CFA
4
Cahill Financial Advisors
Minnesota
$1.28M
5
HCP
5
Holt Capital Partners
Texas
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Altrius Capital Management
North Carolina
$437K -$16.3K -170 -4%
Mariner
52
Mariner
Kansas
$408K -$10.8K -113 -3%
SWM
53
Spire Wealth Management
Virginia
$394K – – –
OIA
54
OneDigital Investment Advisors
Kansas
$384K – – –
KAS
55
Kestra Advisory Services
Texas
$372K -$55.7K -581 -13%
AM
56
AGF Management
Ontario, Canada
$364K -$48K -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 -$98.3K -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 +$1.63K +17 +0.6%
TRCT
66
Tower Research Capital (TRC)
New York
$266K -$105K -1,094 -28%
TCOV
67
Trust Company of Vermont
Vermont
$261K – – –
EW
68
Element Wealth
Mississippi
$244K -$30.2K -315 -11%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$238K -$15.8K -165 -6%
P
70
&Partners
Tennessee
$227K – – –
Stifel Financial
71
Stifel Financial
Missouri
$227K +$227K +2,362 New
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$220K -$7.77K -81 -3%
KFI
73
Key Financial Inc
Pennsylvania
$216K +$96 +1 +0%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$213K +$213K +2,217 New
AAM
75
Augustine Asset Management
Florida
$211K +$211K +2,199 New
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3
4 5