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WisdomTree US AI Enhanced Value Fund
AIVL

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.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

15% more capital invested

Capital invested by funds: $92.9M → $107M (+$13.6M)

4% more funds holding

Funds holding: 116 → 121 (+5)

1.26% more ownership

Funds ownership: 24.96% → 26.22% (+1.3%)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.74%
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

Rank Fund Capital Flow
1
HCP
Holt Capital Partners
Texas
+$1.66M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.21M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$511K
4
PWM
Perigon Wealth Management
California
+$440K
5
SWM
Spire Wealth Management
Virginia
+$247K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$781K
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$460K
3
Morgan Stanley
Morgan Stanley
New York
-$452K
4
SL
Salomon & Ludwin
Virginia
-$348K
5
WPIC
White Pine Investment Company
Michigan
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$440K -$317 -3 -0.1%
WB
52
Webster Bank
Connecticut
$440K -$53.9K -510 -11%
MCWS
53
McKinley Carter Wealth Services
West Virginia
$404K -$67.3K -636 -15%
Osaic Holdings
54
Osaic Holdings
Arizona
$402K +$37.3K +353 +11%
TWM
55
Tradition Wealth Management
Minnesota
$391K – – –
GLLW
56
Graves Light Lenhart Wealth
Virginia
$389K -$29.5K -279 -7%
RCI
57
RS Crum Inc
California
$380K – – –
KAS
58
Kestra Advisory Services
Texas
$371K -$116K -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 -$5.08K -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 +$106 +1 +0%
AM
67
AGF Management
Ontario, Canada
$251K – – –
Stifel Financial
68
Stifel Financial
Missouri
$250K -$64.1K -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 -$317 -3 -0.1%
SC
72
SouthState Corp
Florida
$236K – – –
SWP
73
Stratos Wealth Partners
Ohio
$235K +$223K +2,111 New
AAM
74
Augustine Asset Management
Florida
$229K +$1.06K +10 +0.5%
SWA
75
Sax Wealth Advisors
New Jersey
$229K – – –
1 2
3
4 5

AIVL Hedge Fund Activity: Q3 2024 in Review

121 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2024, worth a combined $107M — up 15% from $92.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new AIVL positions and 5 closed out — a net gain of 7 holders — while 25 added to existing stakes and 33 trimmed.

The largest buyer was Holt Capital Partners, adding an estimated $1.66M. The largest seller was Commonwealth Equity Services, cutting an estimated $781K.

  • 121 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2024, up from 116 in Q2 2024.
  • Funds reported $107M of WisdomTree US AI Enhanced Value Fund stock for Q3 2024, up 15% quarter-over-quarter.
  • 12 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2024 and 5 closed out, a net change of +7 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2024 was Holt Capital Partners, an estimated $1.66M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2024 was Commonwealth Equity Services, an estimated $781K sold.

Based on aggregated 13F filings for Q3 2024.