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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

125 hedge funds and large institutions have $96.6M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
41
Closed
6
Calls
$569K
Puts
$468K
Net Calls
+$101K
Net Calls Change
+$280K

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$2.57M
2
PFS
2
Prospera Financial Services
Texas
$1.55M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.73M
4
Mariner
4
Mariner
Kansas
$589K
5
SFA
5
Sequoia Financial Advisors
Ohio
$285K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.09M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$487K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Sculati Wealth Management
Michigan
$218K +$218K +2,377 New
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$200K +$50K +546 +33%
KFI
78
Key Financial Inc
Pennsylvania
$193K – – –
UBS Group
79
UBS Group
Switzerland
$185K +$19.9K +217 +12%
Franklin Resources
80
Franklin Resources
California
$174K – – –
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$161K – – –
GWM
82
Guardian Wealth Management
Illinois
$154K +$367 +4 +0.2%
BAM
83
Bellevue Asset Management
Washington
$140K -$14.5K -159 -9%
LWA
84
Lowe Wealth Advisors
Maryland
$137K – – –
HWMA
85
Heritage Wealth Management (Arizona)
Arizona
$134K +$67.2K +732 +100%
AF
86
Allworth Financial
California
$133K -$6.33K -69 -5%
PA
87
Parallel Advisors
California
$111K +$92 +1 +0.1%
HI
88
Harbour Investments
Wisconsin
$107K – – –
HWA
89
Heritage Wealth Advisors
Virginia
$105K – – –
MIM
90
MTM Investment Management
South Carolina
$103K – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$99.3K +$92 +1 +0.1%
GJIA
92
Glass Jacobson Investment Advisors
Maryland
$91.8K +$91.8K +1,000 New
SBL
93
Sargent Bickham Lagudis
Colorado
$88.8K +$2.48K +27 +3%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$88.1K -$3.67K -40 -4%
RBC
95
Roble Belko & Company
Pennsylvania
$71K – – –
BFEC
96
Benjamin F. Edwards & Company
Missouri
$68K +$459 +5 +0.7%
AIA
97
Arcadia Investment Advisors
Idaho
$67.5K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$55.2K – – –
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$53.6K -$3.79K -41 -7%
S
100
SignatureFD
Georgia
$45.3K – – –
2 3
4
5 6