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WisdomTree US AI Enhanced Value Fund

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.

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.54%
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
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
76
Mengis Capital Management
Oregon
$210K
UBS Group
77
UBS Group
Switzerland
$158K +$63.9K +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 +$33.6K +315 +67%
IBOK
84
Independence Bank of Kentucky
Kentucky
$82.6K
GWM
85
Guardian Wealth Management
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 -$23.6K -222 -26%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$64.1K +$107 +1 +0.2%
Jones Financial Companies
91
Jones Financial Companies
Missouri
$62.5K +$213 +2 +0.3%
OP
92
ORG Partners
Indiana
$58.6K +$58.6K +550 New
BA
93
Bristlecone Advisors
Washington
$56.4K
S
94
SignatureFD
Georgia
$52.6K
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$52.2K -$426K -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 -$31.7K -287 -46%