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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
CIA
76
Cladis Investment Advisory
Montana
$231K
AAM
77
Augustine Asset Management
Florida
$230K
KFI
78
Key Financial Inc
Pennsylvania
$213K
MFG
79
Merit Financial Group
Georgia
$213K +$219K +1,838 New
SP
80
Sequent Planning
Nebraska
$207K +$213K +1,786 New
SPIA
81
Steward Partners Investment Advisory
New York
$201K +$168K +1,410 +435%
Corient Private Wealth
82
Corient Private Wealth
Florida
$200K -$332K -2,783 -62%
TRCT
83
Tower Research Capital (TRC)
New York
$195K +$201K +1,682 New
SGK
84
Steigerwald Gordon & Koch
Virginia
$193K
BAM
85
Bellevue Asset Management
Washington
$147K +$119 +1 +0.1%
HI
86
Harbour Investments
Wisconsin
$136K +$238 +2 +0.2%
Jones Financial Companies
87
Jones Financial Companies
Missouri
$130K +$37.3K +313 +38%
FFA
88
Farther Finance Advisors
California
$130K
CA
89
Clearstead Advisors
Ohio
$113K
ATPW
90
Ashton Thomas Private Wealth
Arizona
$105K +$108K +905 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$95.4K +$19.1K +160 +24%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$94.4K
Franklin Resources
93
Franklin Resources
California
$85.6K
JP Morgan Chase
94
JP Morgan Chase
New York
$74.7K +$20K +168 +34%
AIA
95
Arcadia Investment Advisors
Idaho
$74.4K
IBOK
96
Independence Bank of Kentucky
Kentucky
$72.3K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$67.1K -$5.01K -42 -7%
UBS Group
98
UBS Group
Switzerland
$57.6K -$122K -1,027 -67%
BW
99
Bravera Wealth
North Dakota
$56.5K
CIAS
100
Capital Investment Advisory Services
North Carolina
$52.8K +$32.9K +276 +153%