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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

131 hedge funds and large institutions have $113M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-10
Holders Change %
-7.09%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
48
Closed
13
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$685K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.19M
2
TRCT
2
Tower Research Capital (TRC)
New York
$855K
3
RBC
3
Roble Belko & Company
Pennsylvania
$379K
4
Ameriprise
4
Ameriprise
Minnesota
$1.8M
5
S
5
SignatureFD
Georgia
$49K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.53M
2
GHA
2
GW Henssler & Associates
Georgia
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Wells Fargo
5
Wells Fargo
California
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$246K – – –
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$241K – – –
AWM
78
AE Wealth Management
Kansas
$235K +$36.5K +369 +18%
KFI
79
Key Financial Inc
Pennsylvania
$234K – – –
AR
80
Apeiron RIA
Texas
$225K – – –
MCM
81
Mengis Capital Management
Oregon
$213K – – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$206K -$69.3K -700 -25%
M&T Bank
83
M&T Bank
New York
$206K – – –
SWA
84
Sax Wealth Advisors
New Jersey
$204K +$496 +5 +0.2%
Creative Planning
85
Creative Planning
Kansas
$202K – – –
GFS
86
GYL Financial Synergies
Connecticut
$202K +$99 +1 +0%
ARG
87
Advisory Resource Group
Oklahoma
$201K -$13.6K -137 -6%
BAM
88
Bellevue Asset Management
Washington
$197K -$5.2K -52 -3%
Franklin Resources
89
Franklin Resources
California
$187K – – –
GWM
90
Guardian Wealth Management
Illinois
$165K +$198 +2 +0.1%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$157K -$24.2K -245 -13%
AF
92
Allworth Financial
California
$151K -$8.52K -86 -5%
LWA
93
Lowe Wealth Advisors
Maryland
$148K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$147K +$99 +1 +0.1%
HWA
95
Heritage Wealth Advisors
Virginia
$113K – – –
MIM
96
MTM Investment Management
South Carolina
$112K – – –
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$99K -$68K -687 -41%
CTB
98
Country Trust Bank
Illinois
$93K -$36.6K -370 -28%
SBL
99
Sargent Bickham Lagudis
Colorado
$92K – – –
CFGS
100
Concourse Financial Group Securities
Alabama
$92K – – –
2 3
4
5 6