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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

120 hedge funds and large institutions have $105M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 6 closing their positions.

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
39
Closed
6
Calls
$478K
Puts
–
Net Calls
+$478K
Net Calls Change
+$804K

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$1.85M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.65M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$936K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$635K
5
WA
5
Waverly Advisors
Alabama
$573K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
SL
2
Salomon & Ludwin
Virginia
$5.68M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
CFA
4
Cahill Financial Advisors
Minnesota
$665K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$225K -$8.24K -81 -4%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$224K – – –
William Blair & Company
78
William Blair & Company
Illinois
$224K – – –
SC
79
SouthState Corp
Florida
$216K – – –
SWA
80
Sax Wealth Advisors
New Jersey
$209K +$209K +2,057 New
AAM
81
Augustine Asset Management
Florida
$207K -$16.7K -164 -7%
CIA
82
Cladis Investment Advisory
Montana
$204K +$204K +2,000 New
WB
83
WesBanco Bank
West Virginia
$200K +$200K +1,969 New
BAM
84
Bellevue Asset Management
Washington
$139K – – –
HI
85
Harbour Investments
Wisconsin
$119K – – –
LWA
86
Lowe Wealth Advisors
Maryland
$110K -$10.2K -100 -8%
UBS Group
87
UBS Group
Switzerland
$98.9K -$75.3K -740 -43%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$91.6K – – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$84.5K -$4.48K -44 -5%
IBOK
90
Independence Bank of Kentucky
Kentucky
$78.9K +$78.9K +775 New
GWM
91
Guardian Wealth Management
Illinois
$77K -$4.89K -48 -6%
Franklin Resources
92
Franklin Resources
California
$75.3K – – –
AIA
93
Arcadia Investment Advisors
Idaho
$74.8K – – –
AF
94
Allworth Financial
California
$67.6K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$61.2K – – –
Bank of America
96
Bank of America
North Carolina
$57K – – –
S
97
SignatureFD
Georgia
$50.3K – – –
AFG
98
Albion Financial Group
Utah
$38.7K – – –
NSIM
99
North Star Investment Management
Illinois
$38.3K – – –
PIS
100
POM Investment Strategies
North Carolina
$34.6K – – –
2 3
4
5 6