AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

121 hedge funds and large institutions have $107M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$2.64M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.27M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.49M
4
PWM
4
Perigon Wealth Management
California
$463K
5
SWM
5
Spire Wealth Management
Virginia
$554K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.77M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$211K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
SL
4
Salomon & Ludwin
Virginia
$3.04M
5
WPIC
5
White Pine Investment Company
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
51
Cahill Financial Advisors
Minnesota
$440K -$334 -3 -0.1%
WB
52
Webster Bank
Connecticut
$440K -$56.8K -510 -11%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$404K -$70.8K -636 -15%
Osaic Holdings
54
Osaic Holdings
Arizona
$402K +$39.3K +353 +11%
TWM
55
Tradition Wealth Management
Minnesota
$391K – – –
GLLW
56
Graves Light Lenhart Wealth
Virginia
$389K -$31.1K -279 -7%
RCI
57
RS Crum Inc
California
$380K – – –
KAS
58
Kestra Advisory Services
Texas
$371K -$122K -1,095 -25%
SFA
59
Sequoia Financial Advisors
Ohio
$345K – – –
BFG
60
Bouchey Financial Group
New York
$316K – – –
FAM
61
Flaharty Asset Management
Florida
$311K – – –
FWM
62
Fingerlakes Wealth Management
New York
$304K -$5.34K -48 -2%
TCOV
63
Trust Company of Vermont
Vermont
$303K – – –
Creative Planning
64
Creative Planning
Kansas
$277K – – –
P
65
&Partners
Tennessee
$267K – – –
KFI
66
Key Financial Inc
Pennsylvania
$251K +$111 +1 +0%
AM
67
AGF Management
Ontario, Canada
$251K – – –
Stifel Financial
68
Stifel Financial
Missouri
$250K -$67.4K -606 -21%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$246K – – –
William Blair & Company
70
William Blair & Company
Illinois
$245K – – –
EW
71
Element Wealth
Mississippi
$241K -$334 -3 -0.1%
SC
72
SouthState Corp
Florida
$236K – – –
SWP
73
Stratos Wealth Partners
Ohio
$235K +$235K +2,111 New
AAM
74
Augustine Asset Management
Florida
$229K +$1.11K +10 +0.5%
SWA
75
Sax Wealth Advisors
New Jersey
$229K – – –
1 2
3
4 5