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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

120 hedge funds and large institutions have $101M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFW
Noble Family Wealth
Florida
+$852K
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$706K
3
UBS Group
UBS Group
Switzerland
+$412K
4
CRC
Curi RMB Capital
Illinois
+$402K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$258K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.32M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22M
4
HCP
Holt Capital Partners
Texas
-$1.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$870K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
Sax Wealth Advisors
New Jersey
$233K – – –
EW
77
Element Wealth
Mississippi
$230K -$2.49K -22 -1%
CIA
78
Cladis Investment Advisory
Montana
$226K – – –
AAM
79
Augustine Asset Management
Florida
$225K -$9.27K -82 -4%
SP
80
Sequent Planning
Nebraska
$221K +$221K +1,951 New
BJL
81
Brighton Jones LLC
Washington
$209K +$339 +3 +0.2%
KFI
82
Key Financial Inc
Pennsylvania
$208K -$23.2K -205 -10%
MCM
83
Mengis Capital Management
Oregon
$206K -$17K -150 -8%
BAM
84
Bellevue Asset Management
Washington
$154K +$113 +1 +0.1%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$154K – – –
HI
86
Harbour Investments
Wisconsin
$132K – – –
CA
87
Clearstead Advisors
Ohio
$110K – – –
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$102K – – –
IBOK
89
Independence Bank of Kentucky
Kentucky
$87.6K – – –
Jones Financial Companies
90
Jones Financial Companies
Missouri
$84.3K +$8.22K +73 +11%
Franklin Resources
91
Franklin Resources
California
$83.7K – – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$76K -$1.13K -10 -1%
AIA
93
Arcadia Investment Advisors
Idaho
$72.7K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$68.1K +$113 +1 +0.2%
AAS
95
Ameritas Advisory Services
Nebraska
$67.5K +$67.5K +597 New
LWA
96
Lowe Wealth Advisors
Maryland
$66.8K -$5.65K -50 -8%
OP
97
ORG Partners
Indiana
$62.6K – – –
BA
98
Bristlecone Advisors
Washington
$59.8K – – –
S
99
SignatureFD
Georgia
$55.8K – – –
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$55.4K – – –
1 2 3
4
5