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WisdomTree US AI Enhanced Value Fund

121 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

3% more funds holding

Funds holding: 117121 (+4)

1.63% more ownership

Funds ownership: 26.28%27.91% (+1.6%)

4% more capital invested

Capital invested by funds: $99.8M → $104M (+$4.49M)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
35
Closed
7
Calls
$891K
Puts
Net Calls
+$891K
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$441K -$1.31K -11 -0.3%
ML
52
MLP3 LLC
New Jersey
$435K
NFG
53
Nadler Financial Group
Illinois
$432K -$38.7K -325 -8%
PWP
54
Perfromance Wealth Partners
Illinois
$431K -$2.38K -20 -0.5%
Creative Planning
55
Creative Planning
Kansas
$406K
RCI
56
RS Crum Inc
California
$395K
GLLW
57
Graves Light Lenhart Wealth
Virginia
$385K -$9.78K -82 -2%
AGC
58
Aspen Grove Capital
Colorado
$347K
BFG
59
Bouchey Financial Group
New York
$345K
FTUS
60
Flow Traders U.S.
New York
$342K +$352K +2,956 New
LP
61
LGL Partners
Pennsylvania
$340K +$1.07K +9 +0.3%
P
62
&Partners
Tennessee
$336K
TWM
63
Tradition Wealth Management
Minnesota
$333K
WB
64
Webster Bank
Connecticut
$313K -$38.9K -326 -11%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$311K
SWM
66
Spire Wealth Management
Virginia
$306K
Stifel Financial
67
Stifel Financial
Missouri
$288K +$119 +1 +0%
HighTower Advisors
68
HighTower Advisors
Illinois
$286K +$238 +2 +0.1%
MA
69
Mezzasalma Advisors
New Jersey
$274K +$834 +7 +0.3%
FWM
70
Fingerlakes Wealth Management
New York
$261K -$29.6K -248 -10%
AM
71
AGF Management
Ontario, Canada
$256K -$4.77K -40 -2%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$250K -$46.1K -387 -15%
SC
73
SouthState Corp
Florida
$246K
William Blair & Company
74
William Blair & Company
Illinois
$243K
SWA
75
Sax Wealth Advisors
New Jersey
$237K