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WisdomTree US AI Enhanced Value Fund

116 hedge funds and large institutions have $100M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWP
51
Perfromance Wealth Partners
Illinois
$419K -$13.4K -126 -3%
ACM
52
Altrius Capital Management
North Carolina
$414K -$26.3K -247 -6%
CFA
53
Cahill Financial Advisors
Minnesota
$403K -$18K -169 -4%
NA
54
Novus Advisors
South Carolina
$397K +$397K +3,725 New
TWM
55
Tradition Wealth Management
Minnesota
$375K
RCI
56
RS Crum Inc
California
$364K
GLLW
57
Graves Light Lenhart Wealth
Virginia
$363K -$9.59K -90 -3%
BFG
58
Bouchey Financial Group
New York
$303K
FAM
59
Flaharty Asset Management
Florida
$298K
TCOV
60
Trust Company of Vermont
Vermont
$290K
FWM
61
Fingerlakes Wealth Management
New York
$287K -$3.52K -33 -1%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$286K -$100K -942 -26%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$277K +$41.2K +387 +17%
Stifel Financial
64
Stifel Financial
Missouri
$270K +$30.8K +289 +13%
Creative Planning
65
Creative Planning
Kansas
$265K
P
66
&Partners
Tennessee
$256K
MA
67
Mezzasalma Advisors
New Jersey
$247K +$247K +2,323 New
KFI
68
Key Financial Inc
Pennsylvania
$240K +$106 +1 +0%
AM
69
AGF Management
Ontario, Canada
$240K
William Blair & Company
70
William Blair & Company
Illinois
$234K
SC
71
SouthState Corp
Florida
$226K
EW
72
Element Wealth
Mississippi
$226K -$5.01K -47 -2%
AAM
73
Augustine Asset Management
Florida
$220K +$1.28K +12 +0.6%
SWA
74
Sax Wealth Advisors
New Jersey
$219K
CIA
75
Cladis Investment Advisory
Montana
$213K