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WisdomTree US AI Enhanced Value Fund
AIVL

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

8% more funds holding

Funds holding: 130 → 141 (+11)

2% more capital invested

Capital invested by funds: $137M → $141M (+$3.4M)

0.07% more ownership

Funds ownership: 26.03% → 26.1% (+0.07%)

26% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 46

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.17%
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

Rank Fund Capital Flow
1
AWM
Apollon Wealth Management
South Carolina
+$1.7M
2
Osaic Holdings
Osaic Holdings
Arizona
+$684K
3
Citadel Advisors
Citadel Advisors
Florida
+$276K
4
GHA
GW Henssler & Associates
Georgia
+$208K
5
M&T Bank
M&T Bank
New York
+$203K

Top Sellers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
-$2M
2
Ameriprise
Ameriprise
Minnesota
-$1.99M
3
FTUS
Flow Traders U.S.
New York
-$1.46M
4
UBS Group
UBS Group
Switzerland
-$1.36M
5
Goldman Sachs
Goldman Sachs
New York
-$839K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
76
Lido Advisors
California
$258K -$213K -2,181 -46%
HighTower Advisors
77
HighTower Advisors
Illinois
$253K – – –
P
78
&Partners
Tennessee
$253K – – –
MML Investors Services
79
MML Investors Services
Massachusetts
$252K -$531K -5,448 -69%
William Blair & Company
80
William Blair & Company
Illinois
$252K +$114K +1,168 +88%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$246K – – –
KFI
82
Key Financial Inc
Pennsylvania
$239K +$98 +1 +0%
AR
83
Apeiron RIA
Texas
$228K +$220K +2,261 New
MCM
84
Mengis Capital Management
Oregon
$218K -$27.3K -280 -11%
ARG
85
Advisory Resource Group
Oklahoma
$214K +$98 +1 +0%
M&T Bank
86
M&T Bank
New York
$210K +$203K +2,077 New
SWA
87
Sax Wealth Advisors
New Jersey
$208K +$200K +2,052 New
Creative Planning
88
Creative Planning
Kansas
$207K +$199K +2,042 New
GFS
89
GYL Financial Synergies
Connecticut
$206K -$58.5K -600 -23%
BAM
90
Bellevue Asset Management
Washington
$204K -$2.05K -21 -1%
AWM
91
AE Wealth Management
Kansas
$203K +$196K +2,007 New
CIA
92
Cladis Investment Advisory
Montana
$202K +$195K +2,000 New
Franklin Resources
93
Franklin Resources
California
$191K – – –
RBC
94
Roble Belko & Company
Pennsylvania
$191K – – –
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$185K +$48.7K +499 +37%
JFA
96
JNBA Financial Advisors
Minnesota
$181K -$20.1K -206 -10%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$171K +$136K +1,393 +474%
GWMI
98
Guardian Wealth Management (Illinois)
Illinois
$169K +$162K +1,666 New
SFPG
99
Stonebridge Financial Planning Group
Florida
$166K -$27.3K -280 -14%
AF
100
Allworth Financial
California
$163K +$12.7K +130 +9%
2 3
4
5 6

AIVL Hedge Fund Activity: Q4 2021 in Review

141 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2021, worth a combined $141M — up 2.5% from $137M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AIVL positions and 6 closed out — a net gain of 12 holders — while 34 added to existing stakes and 46 trimmed.

The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $1.7M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $2M.

  • 141 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2021, up from 130 in Q3 2021.
  • Funds reported $141M of WisdomTree US AI Enhanced Value Fund stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 18 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2021 and 6 closed out, a net change of +12 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2021 was Apollon Wealth Management, an estimated $1.7M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2021 was Steward Partners Investment Advisory, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2021.