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WisdomTree US AI Enhanced Value Fund

111 hedge funds and large institutions have $94.5M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.59% more ownership

Funds ownership: 24.33%25.92% (+1.6%)

2% less capital invested

Capital invested by funds: $96.3M → $94.5M (-$1.74M)

2% less funds holding

Funds holding: 113111 (-2)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $560K

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
36
Closed
8
Calls
Puts
$560K
Net Calls
-$560K
Net Calls Change
-$570K
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
76
Lowe Wealth Advisors
Maryland
$105K -$3.65K -39 -3%
GWMI
77
Guardian Wealth Management (Illinois)
Illinois
$105K -$8.05K -86 -7%
HI
78
Harbour Investments
Wisconsin
$104K
Bank of America
79
Bank of America
North Carolina
$91.5K
GJIA
80
Glass Jacobson Investment Advisors
Maryland
$89K
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$80.1K
UBS Group
82
UBS Group
Switzerland
$76.4K +$562 +6 +0.7%
AF
83
Allworth Financial
California
$71.4K -$4.68K -50 -6%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$67K +$656 +7 +0.9%
Franklin Resources
85
Franklin Resources
California
$65.8K
AIA
86
Arcadia Investment Advisors
Idaho
$65.4K
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$55.1K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$53.5K -$94 -1 -0.2%
S
89
SignatureFD
Georgia
$43.9K
ADL
90
Asset Dedication LLC
California
$34K +$3.56K +38 +11%
AFG
91
Albion Financial Group
Utah
$33.8K
NSIM
92
North Star Investment Management
Illinois
$33.5K +$7.87K +84 +29%
SCA
93
Stonebridge Capital Advisors
Minnesota
$26.8K
HF
94
Halpern Financial
Virginia
$26.7K
GEA
95
Glen Eagle Advisors
New Jersey
$26.7K +$9.37K +100 +50%
JFA
96
JNBA Financial Advisors
Minnesota
$26.2K
SPIA
97
Steward Partners Investment Advisory
New York
$20.6K +$3.75K +40 +21%
AF
98
Advisornet Financial
Minnesota
$18.2K
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$18.1K +$19K +203 New
AWM
100
Atticus Wealth Management
Florida
$17.8K