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WisdomTree US AI Enhanced Value Fund

133 hedge funds and large institutions have $163M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
45
Closed
10
Calls
$506K
Puts
Net Calls
+$506K
Net Calls Change
-$69K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
AE Wealth Management
Kansas
$239K +$239K +2,454 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$237K -$11.7K -120 -5%
Truist Financial
78
Truist Financial
North Carolina
$231K +$1.85K +19 +0.8%
KFI
79
Key Financial Inc
Pennsylvania
$229K -$4.27K -44 -2%
SFPG
80
Stonebridge Financial Planning Group
Florida
$214K -$19.6K -200 -8%
ARG
81
Advisory Resource Group
Oklahoma
$211K -$3.51K -36 -2%
Creative Planning
82
Creative Planning
Kansas
$208K +$208K +2,143 New
GFS
83
GYL Financial Synergies
Connecticut
$207K -$269K -2,763 -56%
BAM
84
Bellevue Asset Management
Washington
$206K -$18.2K -187 -8%
M&T Bank
85
M&T Bank
New York
$202K -$30.4K -313 -13%
JFA
86
JNBA Financial Advisors
Minnesota
$194K -$972 -10 -0.5%
RBC
87
Roble Belko & Company
Pennsylvania
$184K
Franklin Resources
88
Franklin Resources
California
$184K
Citigroup
89
Citigroup
New York
$162K +$97 +1 +0.1%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$152K +$97 +1 +0.1%
LWA
91
Lowe Wealth Advisors
Maryland
$151K
CTB
92
Country Trust Bank
Illinois
$147K
RDWM
93
Red Door Wealth Management
Tennessee
$147K +$147K +1,520 New
AF
94
Allworth Financial
California
$144K +$144K +1,481 New
MIM
95
MTM Investment Management
South Carolina
$139K
William Blair & Company
96
William Blair & Company
Illinois
$128K -$12.5K -129 -9%
HI
97
Harbour Investments
Wisconsin
$124K -$8.07K -83 -6%
HWA
98
Heritage Wealth Advisors
Virginia
$111K
HWMA
99
Heritage Wealth Management (Arizona)
Arizona
$103K +$103K +1,064 New
NFG
100
Next Financial Group
Texas
$101K -$1.76K -18 -2%