AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

121 hedge funds and large institutions have $107M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$2.64M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.27M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.49M
4
PWM
4
Perigon Wealth Management
California
$463K
5
SWM
5
Spire Wealth Management
Virginia
$554K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.77M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$211K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
SL
4
Salomon & Ludwin
Virginia
$3.04M
5
WPIC
5
White Pine Investment Company
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
76
Cladis Investment Advisory
Montana
$223K +$223K +2,000 New
MCM
77
Mengis Capital Management
Oregon
$219K +$219K +1,970 New
WB
78
WesBanco Bank
West Virginia
$219K +$219K +1,969 New
Focus Partners Wealth
79
Focus Partners Wealth
Massachusetts
$211K -$484K -4,353 -70%
BJL
80
Brighton Jones LLC
Washington
$205K +$205K +1,842 New
AFO
81
Arrowroot Family Office
California
$201K +$201K +1,805 New
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$152K – – –
BAM
83
Bellevue Asset Management
Washington
$152K – – –
HI
84
Harbour Investments
Wisconsin
$130K – – –
CA
85
Clearstead Advisors
Ohio
$108K – – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$100K – – –
UBS Group
87
UBS Group
Switzerland
$98.2K -$24.4K -219 -20%
LWA
88
Lowe Wealth Advisors
Maryland
$96.1K – – –
IBOK
89
Independence Bank of Kentucky
Kentucky
$86.3K – – –
Franklin Resources
90
Franklin Resources
California
$82.8K – – –
GWM
91
Guardian Wealth Management
Illinois
$82.6K -$1.56K -14 -2%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$78.5K -$32.5K -293 -29%
AIA
93
Arcadia Investment Advisors
Idaho
$71.6K -$10.2K -92 -13%
AF
94
Allworth Financial
California
$70K – – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$66.9K -$223 -2 -0.3%
Jones Financial Companies
96
Jones Financial Companies
Missouri
$65K +$29.5K +266 +83%
BA
97
Bristlecone Advisors
Washington
$58.9K +$58.9K +529 New
S
98
SignatureFD
Georgia
$55K – – –
1IA
99
1620 Investment Advisors
Massachusetts
$52.9K – – –
Bank of America
100
Bank of America
North Carolina
$52.5K -$9.79K -88 -16%
2 3
4
5 6