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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

141 hedge funds and large institutions have $141M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 6 closing their positions.

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
34
Reduced
46
Closed
6
Calls
$405K
Puts
–
Net Calls
+$405K
Net Calls Change
-$328K

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$1.77M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.67M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
GHA
4
GW Henssler & Associates
Georgia
$3.51M
5
M&T Bank
5
M&T Bank
New York
$210K

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.83M
2
Ameriprise
2
Ameriprise
Minnesota
$1.76M
3
FTUS
3
Flow Traders U.S.
New York
$769K
4
UBS Group
4
UBS Group
Switzerland
$1.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$258K -$220K -2,181 -46%
HighTower Advisors
77
HighTower Advisors
Illinois
$253K – – –
P
78
&Partners
Tennessee
$253K – – –
MML Investors Services
79
MML Investors Services
Massachusetts
$252K -$550K -5,448 -69%
William Blair & Company
80
William Blair & Company
Illinois
$252K +$118K +1,168 +88%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$246K – – –
KFI
82
Key Financial Inc
Pennsylvania
$239K +$101 +1 +0%
AR
83
Apeiron RIA
Texas
$228K +$228K +2,261 New
MCM
84
Mengis Capital Management
Oregon
$218K -$28.3K -280 -11%
ARG
85
Advisory Resource Group
Oklahoma
$214K +$99 +1 +0%
M&T Bank
86
M&T Bank
New York
$210K +$210K +2,077 New
SWA
87
Sax Wealth Advisors
New Jersey
$208K +$208K +2,052 New
Creative Planning
88
Creative Planning
Kansas
$207K +$207K +2,042 New
GFS
89
GYL Financial Synergies
Connecticut
$206K -$60.6K -600 -23%
BAM
90
Bellevue Asset Management
Washington
$204K -$2.12K -21 -1%
AWM
91
AE Wealth Management
Kansas
$203K +$203K +2,007 New
CIA
92
Cladis Investment Advisory
Montana
$202K +$202K +2,000 New
RBC
93
Roble Belko & Company
Pennsylvania
$191K – – –
Franklin Resources
94
Franklin Resources
California
$191K – – –
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$185K +$50.4K +499 +37%
JFA
96
JNBA Financial Advisors
Minnesota
$181K -$20.8K -206 -10%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$171K +$141K +1,393 +474%
GWM
98
Guardian Wealth Management
Illinois
$169K +$169K +1,666 New
SFPG
99
Stonebridge Financial Planning Group
Florida
$166K -$27.3K -280 -14%
AF
100
Allworth Financial
California
$163K +$13.2K +130 +9%
2 3
4
5 6