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WisdomTree US AI Enhanced Value Fund
AIVL

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

0.1% more ownership

Funds ownership: 26.22% → 26.32% (+0.1%)

4% less funds holding

Funds holding: 121 → 116 (-5)

6% less capital invested

Capital invested by funds: $107M → $100M (-$6.06M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.53%
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
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$658K
2
TRCT
Tower Research Capital (TRC)
New York
+$325K
3
MA
Mezzasalma Advisors
New Jersey
+$257K
4
PWM
Perigon Wealth Management
California
+$198K
5
Osaic Holdings
Osaic Holdings
Arizona
+$144K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.74M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
3
JP Morgan Chase
JP Morgan Chase
New York
-$443K
4
LPL Financial
LPL Financial
California
-$412K
5
SFA
Sequoia Financial Advisors
Ohio
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
51
Perfromance Wealth Partners
Illinois
$419K -$14K -126 -3%
ACM
52
Altrius Capital Management
North Carolina
$414K -$27.4K -247 -6%
CFA
53
Cahill Financial Advisors
Minnesota
$403K -$18.7K -169 -4%
NA
54
Novus Advisors
South Carolina
$397K +$413K +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 -$9.97K -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 -$3.66K -33 -1%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$286K -$104K -942 -26%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$277K +$42.9K +387 +17%
Stifel Financial
64
Stifel Financial
Missouri
$270K +$32K +289 +13%
Creative Planning
65
Creative Planning
Kansas
$265K – – –
P
66
&Partners
Tennessee
$256K – – –
MA
67
Mezzasalma Advisors
New Jersey
$247K +$257K +2,323 New
KFI
68
Key Financial Inc
Pennsylvania
$240K +$111 +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 -$5.21K -47 -2%
AAM
73
Augustine Asset Management
Florida
$220K +$1.33K +12 +0.6%
SWA
74
Sax Wealth Advisors
New Jersey
$219K – – –
CIA
75
Cladis Investment Advisory
Montana
$213K – – –
1 2
3
4 5

AIVL Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2024, worth a combined $100M — down 5.7% from $107M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AIVL and 9 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 20 added.

The largest buyer was Focus Partners Wealth, adding an estimated $658K. The largest seller was Susquehanna International Group, cutting an estimated $1.74M.

  • 116 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2024, down from 121 in Q3 2024.
  • Funds reported $100M of WisdomTree US AI Enhanced Value Fund stock for Q4 2024, down 5.7% quarter-over-quarter.
  • 9 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2024 and 11 closed out, a net change of -2 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2024 was Focus Partners Wealth, an estimated $658K added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2024 was Susquehanna International Group, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2024.