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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $100M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GRP
1
Global Retirement Partners
California
$1.37M
2
NFW
2
Noble Family Wealth
Florida
$10.1M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$706K
4
UBS Group
4
UBS Group
Switzerland
$511K
5
CRC
5
Curi RMB Capital
Illinois
$2.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.32M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$766K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.33M
4
HCP
4
Holt Capital Partners
Texas
$825K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
EW
76
Element Wealth
Mississippi
$230K 2,030 -22 -1%
CIA
77
Cladis Investment Advisory
Montana
$226K 2,000 – –
AAM
78
Augustine Asset Management
Florida
$225K 1,987 -82 -4%
SP
79
Sequent Planning
Nebraska
$221K 1,951 +1,951 New
BJL
80
Brighton Jones LLC
Washington
$209K 1,851 +3 +0.2%
KFI
81
Key Financial Inc
Pennsylvania
$208K 1,837 -205 -10%
MCM
82
Mengis Capital Management
Oregon
$206K 1,820 -150 -8%
BAM
83
Bellevue Asset Management
Washington
$154K 1,366 +1 +0.1%
HI
84
Harbour Investments
Wisconsin
$132K 1,170 – –
CA
85
Clearstead Advisors
Ohio
$110K 973 – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$102K 900 – –
IBOK
87
Independence Bank of Kentucky
Kentucky
$87.6K 775 – –
Jones Financial Companies
88
Jones Financial Companies
Missouri
$84.3K 749 +73 +11%
Franklin Resources
89
Franklin Resources
California
$83.7K 740 – –
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$76K 672 -10 -1%
AIA
91
Arcadia Investment Advisors
Idaho
$72.7K 643 – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$68.1K 602 +1 +0.2%
AAS
93
Ameritas Advisory Services
Nebraska
$67.5K 597 +597 New
LWA
94
Lowe Wealth Advisors
Maryland
$66.8K 591 -50 -8%
OP
95
ORG Partners
Indiana
$62.6K 550 – –
BA
96
Bristlecone Advisors
Washington
$59.8K 529 – –
S
97
SignatureFD
Georgia
$55.8K 494 – –
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$55.4K 490 – –
1IA
99
1620 Investment Advisors
Massachusetts
$48.6K 430 -45 -9%
FAM
100
Flaharty Asset Management
Florida
$47.3K 418 – –
1 2 3
4
5