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WisdomTree US AI Enhanced Value Fund

116 hedge funds and large institutions have $92.9M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GLLW
51
Graves Light Lenhart Wealth
Virginia
$374K
TWM
52
Tradition Wealth Management
Minnesota
$351K
RCI
53
RS Crum Inc
California
$341K
PWP
54
Perfromance Wealth Partners
Illinois
$339K
Osaic Holdings
55
Osaic Holdings
Arizona
$325K -$1.06M -10,643 -77%
TRCT
56
Tower Research Capital (TRC)
New York
$324K -$337K -3,380 -51%
SFA
57
Sequoia Financial Advisors
Ohio
$309K
WPIC
58
White Pine Investment Company
Michigan
$286K -$1.74M -17,377 -86%
Stifel Financial
59
Stifel Financial
Missouri
$284K -$14.3K -143 -5%
BFG
60
Bouchey Financial Group
New York
$283K
FAM
61
Flaharty Asset Management
Florida
$279K
FWM
62
Fingerlakes Wealth Management
New York
$277K -$2.4K -24 -0.9%
TCOV
63
Trust Company of Vermont
Vermont
$271K
SWM
64
Spire Wealth Management
Virginia
$264K -$153K -1,534 -37%
Creative Planning
65
Creative Planning
Kansas
$249K
P
66
&Partners
Tennessee
$240K +$3.29K +33 +1%
KFI
67
Key Financial Inc
Pennsylvania
$225K +$100 +1 +0%
AM
68
AGF Management
Ontario, Canada
$225K -$150K -1,500 -40%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$221K
William Blair & Company
70
William Blair & Company
Illinois
$219K
EW
71
Element Wealth
Mississippi
$216K -$16.2K -162 -7%
SC
72
SouthState Corp
Florida
$212K
SWA
73
Sax Wealth Advisors
New Jersey
$205K
AAM
74
Augustine Asset Management
Florida
$204K +$1.2K +12 +0.6%
BAM
75
Bellevue Asset Management
Washington
$136K