AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

120 hedge funds and large institutions have $105M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 6 closing their positions.

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
39
Closed
6
Calls
$478K
Puts
–
Net Calls
+$478K
Net Calls Change
+$804K

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$1.85M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.65M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$936K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$635K
5
WA
5
Waverly Advisors
Alabama
$573K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
SL
2
Salomon & Ludwin
Virginia
$5.68M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
CFA
4
Cahill Financial Advisors
Minnesota
$665K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$433K +$102 +1 +0%
SWM
52
Spire Wealth Management
Virginia
$425K +$102 +1 +0%
PVAMC
53
PPS&V Asset Management Consultants
Michigan
$416K -$83.1K -816 -17%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$408K +$407K +4,000 +30,769%
OIA
55
OneDigital Investment Advisors
Kansas
$407K – – –
GLLW
56
Graves Light Lenhart Wealth
Virginia
$384K – – –
AM
57
AGF Management
Ontario, Canada
$382K -$4.07K -40 -1%
CA
58
Cetera Advisors
Colorado
$372K +$372K +3,654 New
TWM
59
Tradition Wealth Management
Minnesota
$358K – – –
RCI
60
RS Crum Inc
California
$348K – – –
PWP
61
Perfromance Wealth Partners
Illinois
$346K – – –
KAS
62
Kestra Advisory Services
Texas
$338K -$56.6K -556 -14%
SFA
63
Sequoia Financial Advisors
Ohio
$316K – – –
Stifel Financial
64
Stifel Financial
Missouri
$305K +$64.2K +631 +27%
BFG
65
Bouchey Financial Group
New York
$289K – – –
FWM
66
Fingerlakes Wealth Management
New York
$285K +$1.43K +14 +0.5%
ITB
67
Idaho Trust Bank
Idaho
$285K +$285K +2,800 New
FAM
68
Flaharty Asset Management
Florida
$285K -$80.6K -792 -22%
TCOV
69
Trust Company of Vermont
Vermont
$277K – – –
Creative Planning
70
Creative Planning
Kansas
$254K -$56K -550 -18%
P
71
&Partners
Tennessee
$241K – – –
Wolverine Trading
72
Wolverine Trading
Illinois
$239K +$239K +2,349 New
EW
73
Element Wealth
Mississippi
$237K -$21.6K -212 -8%
MCM
74
Mengis Capital Management
Oregon
$234K +$234K +2,300 New
KFI
75
Key Financial Inc
Pennsylvania
$230K – – –
1 2
3
4 5