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WisdomTree US AI Enhanced Value Fund
AIVL

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.

New
Increased
Maintained
Reduced
Closed

2.06% less ownership

Funds ownership: 27.02% → 24.96% (-2.1%)

3% less funds holding

Funds holding: 120 → 116 (-4)

12% less capital invested

Capital invested by funds: $105M → $92.9M (-$12.4M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

58% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 40

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.68%
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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.04M
2
RJA
Raymond James & Associates
Florida
+$146K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$137K
4
KAS
Kestra Advisory Services
Texas
+$111K
5
CA
Clearstead Advisors
Ohio
+$97.4K

Top Sellers

Rank Fund Capital Flow
1
SL
Salomon & Ludwin
Virginia
-$2.52M
2
WPIC
White Pine Investment Company
Michigan
-$1.74M
3
HCP
Holt Capital Partners
Texas
-$1.57M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.06M
5
AC
Apella Capital
Connecticut
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 -$338K -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 +$3.3K +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 – – –
1 2
3
4 5

AIVL Hedge Fund Activity: Q2 2024 in Review

116 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2024, worth a combined $92.9M — down 12% from $105M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of AIVL and 6 opened new positions — a net loss of 2 holders — while 40 trimmed existing stakes and 17 added.

The largest buyer was LPL Financial, adding an estimated $1.04M. The largest seller was Salomon & Ludwin, cutting an estimated $2.52M.

  • 116 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2024, down from 120 in Q1 2024.
  • Funds reported $92.9M of WisdomTree US AI Enhanced Value Fund stock for Q2 2024, down 12% quarter-over-quarter.
  • 6 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2024 and 8 closed out, a net change of -2 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2024 was LPL Financial, an estimated $1.04M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2024 was Salomon & Ludwin, an estimated $2.52M sold.

Based on aggregated 13F filings for Q2 2024.