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WisdomTree US AI Enhanced Value Fund

116 hedge funds and large institutions have $92.9M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$135K -$84.4K -852 -38%
HI
77
Harbour Investments
Wisconsin
$117K
UBS Group
78
UBS Group
Switzerland
$110K +$12.9K +129 +13%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$102K +$17.3K +170 +20%
CA
80
Clearstead Advisors
Ohio
$97.1K +$97.1K +973 New
ATPW
81
Ashton Thomas Private Wealth
Arizona
$90.3K +$90.3K +905 New
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$89.8K
LWA
83
Lowe Wealth Advisors
Maryland
$86.1K -$22K -220 -20%
IBOK
84
Independence Bank of Kentucky
Kentucky
$77.3K
GWM
85
Guardian Wealth Management
Illinois
$75.4K
Franklin Resources
86
Franklin Resources
California
$73.9K
AIA
87
Arcadia Investment Advisors
Idaho
$73.4K
AF
88
Allworth Financial
California
$64.8K -$3.61K -35 -5%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$60.2K +$200 +2 +0.3%
Bank of America
90
Bank of America
North Carolina
$55.9K
S
91
SignatureFD
Georgia
$49.3K
1IA
92
1620 Investment Advisors
Massachusetts
$47.4K +$47.4K +475 New
AFG
93
Albion Financial Group
Utah
$37.9K
NSIM
94
North Star Investment Management
Illinois
$37.5K
PIS
95
POM Investment Strategies
North Carolina
$33.9K
Jones Financial Companies
96
Jones Financial Companies
Missouri
$31.8K +$31.8K +319 New
BFEC
97
Benjamin F. Edwards & Company
Missouri
$31K +$197 +2 +0.6%
HF
98
Halpern Financial
Virginia
$29.9K
JFA
99
JNBA Financial Advisors
Minnesota
$29.4K
IAIM
100
International Assets Investment Management
Florida
$24.1K +$24.1K +241 New