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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

121 hedge funds and large institutions have $88.3M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
44
Closed
8
Calls
$343K
Puts
$522K
Net Calls
-$179K
Net Calls Change
-$339K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.63M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.18M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.87M
4
FAIM
4
Financial Advocates Investment Management
Washington
$683K
5
PFS
5
Prospera Financial Services
Texas
$1.07M

Top Sellers

1
HCP
1
Holt Capital Partners
Texas
$559K
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$748K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.67M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
76
Key Financial Inc
Pennsylvania
$193K +$82 +1 +0%
Franklin Resources
77
Franklin Resources
California
$154K – – –
UBS Group
78
UBS Group
Switzerland
$146K -$18.4K -226 -11%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$143K – – –
BAM
80
Bellevue Asset Management
Washington
$141K -$2.17K -26 -2%
GWM
81
Guardian Wealth Management
Illinois
$136K -$163 -2 -0.1%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$134K -$46.4K -567 -26%
AF
83
Allworth Financial
California
$124K -$901 -11 -0.7%
LWA
84
Lowe Wealth Advisors
Maryland
$122K – – –
HI
85
Harbour Investments
Wisconsin
$104K – – –
PA
86
Parallel Advisors
California
$99K -$15.4K -188 -13%
HWA
87
Heritage Wealth Advisors
Virginia
$93.5K – – –
MIM
88
MTM Investment Management
South Carolina
$92K – – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$88K +$81 +1 +0.1%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$82K – – –
SBL
91
Sargent Bickham Lagudis
Colorado
$77K +$491 +6 +0.6%
CFGS
92
Concourse Financial Group Securities
Alabama
$76K – – –
TAM
93
Townsend Asset Management
North Carolina
$64K +$164 +2 +0.3%
RBC
94
Roble Belko & Company
Pennsylvania
$63K -$92.3K -1,125 -59%
HWMA
95
Heritage Wealth Management (Arizona)
Arizona
$60K -$1.23K -15 -2%
BFEC
96
Benjamin F. Edwards & Company
Missouri
$60K +$408 +5 +0.7%
AIA
97
Arcadia Investment Advisors
Idaho
$60K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$49K -$978 -12 -2%
S
99
SignatureFD
Georgia
$40K – – –
Bank of America
100
Bank of America
North Carolina
$38K – – –
2 3
4
5 6