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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
41
Closed
6
Calls
–
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.16M
4
AFM
4
Armstrong Fleming & Moore
District of Columbia
$413K
5
WIM
5
Westside Investment Management
California
$2.07M

Top Sellers

1
FHB
1
First Hawaiian Bank
Hawaii
$0
2
HCP
2
Holt Capital Partners
Texas
$1.98M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$328K
4
FAM
4
Flaharty Asset Management
Florida
$45.9K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
51
VestGen Advisors
Illinois
$392K +$392K +3,566 New
WB
52
Webster Bank
Connecticut
$384K -$49.4K -450 -11%
RCI
53
RS Crum Inc
California
$375K – – –
GLLW
54
Graves Light Lenhart Wealth
Virginia
$374K – – –
NA
55
Novus Advisors
South Carolina
$355K -$54.4K -495 -13%
TWM
56
Tradition Wealth Management
Minnesota
$351K -$35.2K -321 -9%
KAS
57
Kestra Advisory Services
Texas
$333K -$146K -1,330 -30%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$328K -$401K -3,653 -55%
LP
59
LGL Partners
Pennsylvania
$317K -$228K -2,079 -42%
BFG
60
Bouchey Financial Group
New York
$312K – – –
TCOV
61
Trust Company of Vermont
Vermont
$299K – – –
FWM
62
Fingerlakes Wealth Management
New York
$297K +$988 +9 +0.3%
MCWS
63
McKinley Carter Wealth Services
West Virginia
$295K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$286K +$285K +2,600 +86,667%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$280K -$5.49K -50 -2%
Stifel Financial
66
Stifel Financial
Missouri
$278K +$220 +2 +0.1%
Creative Planning
67
Creative Planning
Kansas
$274K – – –
P
68
&Partners
Tennessee
$262K – – –
MA
69
Mezzasalma Advisors
New Jersey
$256K +$769 +7 +0.3%
HighTower Advisors
70
HighTower Advisors
Illinois
$249K +$249K +2,271 New
AM
71
AGF Management
Ontario, Canada
$248K – – –
SC
72
SouthState Corp
Florida
$233K – – –
William Blair & Company
73
William Blair & Company
Illinois
$231K -$10.4K -95 -4%
AAM
74
Augustine Asset Management
Florida
$227K – – –
SWA
75
Sax Wealth Advisors
New Jersey
$226K – – –
1 2
3
4 5