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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

125 hedge funds and large institutions have $95.7M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
45
Closed
13
Calls
$719K
Puts
$559K
Net Calls
+$160K
Net Calls Change
-$930K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.07M
2
GAM
2
Garrison Asset Management
Arkansas
$829K
3
Cerity Partners
3
Cerity Partners
New York
$348K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.45M
5
TRCT
5
Tower Research Capital (TRC)
New York
$970K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$42K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$13K
4
PFS
4
Prospera Financial Services
Texas
$819K
5
CAN
5
Cetera Advisor Networks
California
$931K
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$212K -$8.76K -99 -4%
KFI
77
Key Financial Inc
Pennsylvania
$212K +$179 +2 +0.1%
SWM
78
Sculati Wealth Management
Michigan
$211K -$90.5K -1,020 -30%
AWM
79
AE Wealth Management
Kansas
$203K -$7.53K -85 -4%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$196K +$11.2K +126 +6%
UBS Group
81
UBS Group
Switzerland
$179K -$73.8K -834 -29%
RBC
82
Roble Belko & Company
Pennsylvania
$168K -$168K -1,893 -50%
Franklin Resources
83
Franklin Resources
California
$168K – – –
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$156K +$15.2K +171 +11%
BAM
85
Bellevue Asset Management
Washington
$153K -$22.6K -254 -13%
GWM
86
Guardian Wealth Management
Illinois
$148K +$354 +4 +0.2%
AF
87
Allworth Financial
California
$135K – – –
LWA
88
Lowe Wealth Advisors
Maryland
$132K – – –
PA
89
Parallel Advisors
California
$124K +$124K +1,399 New
HI
90
Harbour Investments
Wisconsin
$104K +$104K +1,170 New
HWA
91
Heritage Wealth Advisors
Virginia
$102K – – –
MIM
92
MTM Investment Management
South Carolina
$101K – – –
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$96K -$35.6K -400 -27%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$89K – – –
SBL
95
Sargent Bickham Lagudis
Colorado
$83K +$444 +5 +0.5%
CFGS
96
Concourse Financial Group Securities
Alabama
$82K – – –
TAM
97
Townsend Asset Management
North Carolina
$69K +$89 +1 +0.1%
HWMA
98
Heritage Wealth Management (Arizona)
Arizona
$66.3K -$12.7K -143 -16%
AIA
99
Arcadia Investment Advisors
Idaho
$65.2K – – –
BFEC
100
Benjamin F. Edwards & Company
Missouri
$65K +$267 +3 +0.4%
2 3
4
5 6