AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $94M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
47
Closed
8
Calls
$302K
Puts
$522K
Net Calls
-$220K
Net Calls Change
-$321K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$223K
2
SWM
2
Spire Wealth Management
Virginia
$450K
3
WPIC
3
White Pine Investment Company
Michigan
$2.41M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$884K
5
Bank of America
5
Bank of America
North Carolina
$94.2K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$671K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.61M
4
Wells Fargo
4
Wells Fargo
California
$1.01M
5
LPL Financial
5
LPL Financial
California
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
Mengis Capital Management
Oregon
$201K -$26.3K -287 -12%
HighTower Advisors
77
HighTower Advisors
Illinois
$200K -$67.3K -734 -25%
UBS Group
78
UBS Group
Switzerland
$147K -$37K -404 -20%
AF
79
Allworth Financial
California
$132K – – –
BAM
80
Bellevue Asset Management
Washington
$131K -$9.17K -100 -7%
GWM
81
Guardian Wealth Management
Illinois
$128K -$25.8K -281 -17%
LWA
82
Lowe Wealth Advisors
Maryland
$112K -$24.7K -270 -18%
HI
83
Harbour Investments
Wisconsin
$107K – – –
HWA
84
Heritage Wealth Advisors
Virginia
$105K – – –
MIM
85
MTM Investment Management
South Carolina
$103K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$97.4K -$1.83K -20 -2%
Bank of America
87
Bank of America
North Carolina
$94.2K +$51.3K +560 +120%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$88K – – –
NA
89
NewEdge Advisors
Louisiana
$85.8K -$16.1K -176 -16%
RBC
90
Roble Belko & Company
Pennsylvania
$70K – – –
BFEC
91
Benjamin F. Edwards & Company
Missouri
$68K +$365 +4 +0.5%
Franklin Resources
92
Franklin Resources
California
$67.8K -$105K -1,150 -61%
AIA
93
Arcadia Investment Advisors
Idaho
$67.4K – – –
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$58.9K -$141K -1,542 -71%
Fidelity Investments
95
Fidelity Investments
Massachusetts
$55.1K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$54.8K – – –
S
97
SignatureFD
Georgia
$45.3K – – –
AFG
98
Albion Financial Group
Utah
$34.8K -$2.75K -30 -7%
ADL
99
Asset Dedication LLC
California
$32K – – –
SPIA
100
Steward Partners Investment Advisory
New York
$31.3K +$3.76K +41 +14%
2 3
4
5 6