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WisdomTree US AI Enhanced Value Fund

117 hedge funds and large institutions have $99.8M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 116117 (+1)

0.3% less ownership

Funds ownership: 26.58%26.28% (-0.3%)

4% less capital invested

Capital invested by funds: $104M → $99.8M (-$4.28M)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$403K
RCI
52
RS Crum Inc
California
$393K
GLLW
53
Graves Light Lenhart Wealth
Virginia
$392K
WB
54
Webster Bank
Connecticut
$348K
AGC
55
Aspen Grove Capital
Colorado
$345K
LP
56
LGL Partners
Pennsylvania
$337K +$1.6K +14 +0.5%
P
57
&Partners
Tennessee
$334K
TWM
58
Tradition Wealth Management
Minnesota
$331K
BFG
59
Bouchey Financial Group
New York
$327K
EWS
60
Evergreen Wealth Solutions
Pennsylvania
$315K +$312K +2,739 New
MCWS
61
McKinley Carter Wealth Services
West Virginia
$309K
SWM
62
Spire Wealth Management
Virginia
$304K -$175K -1,534 -37%
Citadel Advisors
63
Citadel Advisors
Florida
$294K -$2.38M -20,858 -89%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$293K
FWM
65
Fingerlakes Wealth Management
New York
$288K +$1.37K +12 +0.5%
Stifel Financial
66
Stifel Financial
Missouri
$286K -$2.51K -22 -0.9%
HighTower Advisors
67
HighTower Advisors
Illinois
$284K +$228 +2 +0.1%
MA
68
Mezzasalma Advisors
New Jersey
$272K +$1.14K +10 +0.4%
TCOV
69
Trust Company of Vermont
Vermont
$264K
AM
70
AGF Management
Ontario, Canada
$259K
SC
71
SouthState Corp
Florida
$244K
William Blair & Company
72
William Blair & Company
Illinois
$242K
SWA
73
Sax Wealth Advisors
New Jersey
$237K
AC
74
Avant Capital
Louisiana
$233K -$8.44K -74 -4%
CIA
75
Cladis Investment Advisory
Montana
$230K