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WisdomTree US AI Enhanced Value Fund

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.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

1% more funds holding

Funds holding: 119120 (+1)

0% more capital invested

Capital invested by funds: $105M → $105M (+$494K)

2% less ownership

Funds ownership: 29.02%27.02% (-2%)

54% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 39

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.73%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$225K -$7.87K -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 +$200K +2,057 New
AAM
81
Augustine Asset Management
Florida
$207K -$15.9K -164 -7%
CIA
82
Cladis Investment Advisory
Montana
$204K +$194K +2,000 New
WB
83
WesBanco Bank
West Virginia
$200K +$191K +1,969 New
BAM
84
Bellevue Asset Management
Washington
$139K
HI
85
Harbour Investments
Wisconsin
$119K
LWA
86
Lowe Wealth Advisors
Maryland
$110K -$9.71K -100 -8%
UBS Group
87
UBS Group
Switzerland
$98.9K -$71.9K -740 -43%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$91.6K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$84.5K -$4.27K -44 -5%
IBOK
90
Independence Bank of Kentucky
Kentucky
$78.9K +$75.3K +775 New
GWMI
91
Guardian Wealth Management (Illinois)
Illinois
$77K -$4.66K -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