AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.77%
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

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$2.49M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.95M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.16M
5
BFG
5
Bouchey Financial Group
New York
$253K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
CAM
2
Cresset Asset Management
Illinois
$0
3
CRC
3
Curi RMB Capital
Illinois
$1.72M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$912K
5
Cerity Partners
5
Cerity Partners
New York
$878K
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
76
Lowe Wealth Advisors
Maryland
$105K -$3.47K -39 -3%
GWM
77
Guardian Wealth Management
Illinois
$105K -$7.65K -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 +$534 +6 +0.7%
AF
83
Allworth Financial
California
$71.4K -$4.45K -50 -6%
BFEC
84
Benjamin F. Edwards & Company
Missouri
$67K +$620 +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 -$89 -1 -0.2%
S
89
SignatureFD
Georgia
$43.9K – – –
ADL
90
Asset Dedication LLC
California
$34K +$3.34K +38 +11%
AFG
91
Albion Financial Group
Utah
$33.8K – – –
NSIM
92
North Star Investment Management
Illinois
$33.5K +$7.47K +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 +$8.9K +100 +50%
JFA
96
JNBA Financial Advisors
Minnesota
$26.2K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$20.6K +$3.56K +40 +21%
AF
98
Advisornet Financial
Minnesota
$18.2K – – –
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$18.1K +$18.1K +203 New
AWM
100
Atticus Wealth Management
Florida
$17.8K – – –
1 2 3
4
5