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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
41
Closed
6
Calls
–
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.16M
4
AFM
4
Armstrong Fleming & Moore
District of Columbia
$413K
5
WIM
5
Westside Investment Management
California
$2.07M

Top Sellers

1
FHB
1
First Hawaiian Bank
Hawaii
$0
2
HCP
2
Holt Capital Partners
Texas
$1.98M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$328K
4
FAM
4
Flaharty Asset Management
Florida
$45.9K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
76
Element Wealth
Mississippi
$225K -$7.25K -66 -3%
KFI
77
Key Financial Inc
Pennsylvania
$224K -$23.7K -216 -10%
CIA
78
Cladis Investment Advisory
Montana
$220K – – –
MCM
79
Mengis Capital Management
Oregon
$216K – – –
BJL
80
Brighton Jones LLC
Washington
$203K +$203K +1,848 New
BAM
81
Bellevue Asset Management
Washington
$150K – – –
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$133K – – –
HI
83
Harbour Investments
Wisconsin
$128K – – –
CA
84
Clearstead Advisors
Ohio
$107K – – –
Fifth Third Bancorp
85
Fifth Third Bancorp
Ohio
$98.8K – – –
UBS Group
86
UBS Group
Switzerland
$96.6K -$66.1K -602 -41%
IBOK
87
Independence Bank of Kentucky
Kentucky
$85.1K – – –
Franklin Resources
88
Franklin Resources
California
$81.3K – – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$74.9K -$2.75K -25 -4%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$73.7K +$9.71K +89 +15%
AIA
91
Arcadia Investment Advisors
Idaho
$70.6K – – –
LWA
92
Lowe Wealth Advisors
Maryland
$70.4K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$66K -$110 -1 -0.2%
OP
94
ORG Partners
Indiana
$60.4K – – –
BA
95
Bristlecone Advisors
Washington
$58.1K – – –
GWM
96
Guardian Wealth Management
Illinois
$54.4K -$27.2K -247 -33%
S
97
SignatureFD
Georgia
$54.2K – – –
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$53.8K – – –
1IA
99
1620 Investment Advisors
Massachusetts
$52.2K – – –
FAM
100
Flaharty Asset Management
Florida
$45.9K -$261K -2,380 -85%
1 2 3
4
5