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WisdomTree US AI Enhanced Value Fund
AIVL

116 hedge funds and large institutions have $100M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% more ownership

Funds ownership: 26.22% → 26.32% (+0.1%)

4% less funds holding

Funds holding: 121 → 116 (-5)

6% less capital invested

Capital invested by funds: $107M → $100M (-$6.06M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$658K
2
TRCT
Tower Research Capital (TRC)
New York
+$325K
3
MA
Mezzasalma Advisors
New Jersey
+$257K
4
PWM
Perigon Wealth Management
California
+$198K
5
Osaic Holdings
Osaic Holdings
Arizona
+$144K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.74M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
3
JP Morgan Chase
JP Morgan Chase
New York
-$443K
4
LPL Financial
LPL Financial
California
-$412K
5
SFA
Sequoia Financial Advisors
Ohio
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
76
Mengis Capital Management
Oregon
$210K – – –
UBS Group
77
UBS Group
Switzerland
$158K +$66.5K +600 +68%
BAM
78
Bellevue Asset Management
Washington
$145K – – –
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$145K – – –
HI
80
Harbour Investments
Wisconsin
$125K – – –
CA
81
Clearstead Advisors
Ohio
$104K – – –
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$95.9K – – –
Bank of America
83
Bank of America
North Carolina
$83.8K +$34.9K +315 +67%
IBOK
84
Independence Bank of Kentucky
Kentucky
$82.6K – – –
GWMI
85
Guardian Wealth Management (Illinois)
Illinois
$79K – – –
Franklin Resources
86
Franklin Resources
California
$78.8K – – –
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$75.3K – – –
AIA
88
Arcadia Investment Advisors
Idaho
$68.5K – – –
LWA
89
Lowe Wealth Advisors
Maryland
$68.3K -$24.6K -222 -26%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$64.1K +$111 +1 +0.2%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$62.5K +$222 +2 +0.3%
OP
92
ORG Partners
Indiana
$58.6K +$60.9K +550 New
BA
93
Bristlecone Advisors
Washington
$56.4K – – –
S
94
SignatureFD
Georgia
$52.6K – – –
JP Morgan Chase
95
JP Morgan Chase
New York
$52.2K -$443K -3,999 -89%
1IA
96
1620 Investment Advisors
Massachusetts
$50.6K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$48.6K – – –
AFG
98
Albion Financial Group
Utah
$40.5K – – –
NSIM
99
North Star Investment Management
Illinois
$40.1K – – –
AF
100
Allworth Financial
California
$37.8K -$31.8K -287 -46%
2 3
4
5 6

AIVL Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2024, worth a combined $100M — down 5.7% from $107M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AIVL and 9 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 20 added.

The largest buyer was Focus Partners Wealth, adding an estimated $658K. The largest seller was Susquehanna International Group, cutting an estimated $1.74M.

  • 116 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2024, down from 121 in Q3 2024.
  • Funds reported $100M of WisdomTree US AI Enhanced Value Fund stock for Q4 2024, down 5.7% quarter-over-quarter.
  • 9 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2024 and 11 closed out, a net change of -2 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2024 was Focus Partners Wealth, an estimated $658K added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2024 was Susquehanna International Group, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2024.