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WisdomTree US AI Enhanced Value Fund

119 hedge funds and large institutions have $105M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 45 reducing their positions, and 5 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
45
Closed
5
Calls
$547K
Puts
$873K
Net Calls
-$326K
Net Calls Change
+$234K
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$211K -$71K -740 -25%
SC
77
SouthState Corp
Florida
$204K -$38.4K -400 -16%
UBS Group
78
UBS Group
Switzerland
$164K +$81.8K +853 +99%
BAM
79
Bellevue Asset Management
Washington
$131K
LWA
80
Lowe Wealth Advisors
Maryland
$113K
HI
81
Harbour Investments
Wisconsin
$112K
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$95.9K
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$86.3K
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$84.1K +$28.3K +294 +51%
BWM
85
BKM Wealth Management
Wisconsin
$81.1K +$81.1K +43,577 New
GWM
86
Guardian Wealth Management
Illinois
$77.1K -$35.7K -372 -32%
Franklin Resources
87
Franklin Resources
California
$71K
AIA
88
Arcadia Investment Advisors
Idaho
$70.5K
AF
89
Allworth Financial
California
$63.7K -$13.3K -139 -17%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$57.6K
Bank of America
91
Bank of America
North Carolina
$53.7K -$44.9K -468 -46%
S
92
SignatureFD
Georgia
$47.4K
ADL
93
Asset Dedication LLC
California
$37K
AFG
94
Albion Financial Group
Utah
$36.4K
NSIM
95
North Star Investment Management
Illinois
$36.1K
PIS
96
POM Investment Strategies
North Carolina
$32.6K +$32.6K +340 New
IGWM
97
ICA Group Wealth Management
Colorado
$31.2K +$31.2K +325 New
BFEC
98
Benjamin F. Edwards & Company
Missouri
$30K -$42.7K -444 -59%
GEA
99
Glen Eagle Advisors
New Jersey
$28.8K
HF
100
Halpern Financial
Virginia
$28.6K