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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

120 hedge funds and large institutions have $101M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFW
Noble Family Wealth
Florida
+$852K
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$706K
3
UBS Group
UBS Group
Switzerland
+$412K
4
CRC
Curi RMB Capital
Illinois
+$402K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$258K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.32M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22M
4
HCP
Holt Capital Partners
Texas
-$1.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$870K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$423K -$108K -955 -20%
ACM
52
Altrius Capital Management
North Carolina
$417K +$5.31K +47 +1%
VA
53
VestGen Advisors
Illinois
$403K – – –
TRCT
54
Tower Research Capital (TRC)
New York
$391K -$508K -4,497 -57%
GLLW
55
Graves Light Lenhart Wealth
Virginia
$385K – – –
NA
56
Novus Advisors
South Carolina
$365K – – –
WB
57
Webster Bank
Connecticut
$343K -$53.1K -470 -13%
AGC
58
Aspen Grove Capital
Colorado
$339K -$594K -5,250 -64%
TWM
59
Tradition Wealth Management
Minnesota
$325K -$36.3K -321 -10%
LP
60
LGL Partners
Pennsylvania
$324K +$1.34K +12 +0.4%
BFG
61
Bouchey Financial Group
New York
$321K – – –
TCOV
62
Trust Company of Vermont
Vermont
$308K – – –
FWM
63
Fingerlakes Wealth Management
New York
$307K +$1.24K +11 +0.4%
MCWS
64
McKinley Carter Wealth Services
West Virginia
$304K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$294K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$288K – – –
Stifel Financial
67
Stifel Financial
Missouri
$287K +$226 +2 +0.1%
Creative Planning
68
Creative Planning
Kansas
$282K – – –
HighTower Advisors
69
HighTower Advisors
Illinois
$275K +$18K +159 +7%
P
70
&Partners
Tennessee
$272K – – –
MA
71
Mezzasalma Advisors
New Jersey
$264K +$1.02K +9 +0.4%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$258K +$258K +2,278 New
AM
73
AGF Management
Ontario, Canada
$255K – – –
SC
74
SouthState Corp
Florida
$240K – – –
William Blair & Company
75
William Blair & Company
Illinois
$238K – – –
1 2
3
4 5