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WisdomTree US AI Enhanced Value Fund

114 hedge funds and large institutions have $98.7M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
76
Key Financial Inc
Pennsylvania
$211K
AWM
77
Axxcess Wealth Management
California
$203K
SGK
78
Steigerwald Gordon & Koch
Virginia
$192K
UBS Group
79
UBS Group
Switzerland
$175K
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$157K
BAM
81
Bellevue Asset Management
Washington
$146K
HI
82
Harbour Investments
Wisconsin
$135K
FFA
83
Farther Finance Advisors
California
$128K
CA
84
Clearstead Advisors
Ohio
$112K
Jones Financial Companies
85
Jones Financial Companies
Missouri
$95.2K
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$93.8K
Franklin Resources
87
Franklin Resources
California
$85.1K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$76.3K
AIA
89
Arcadia Investment Advisors
Idaho
$73.9K
IBOK
90
Independence Bank of Kentucky
Kentucky
$71.9K
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$71.5K
JP Morgan Chase
92
JP Morgan Chase
New York
$56.3K
1IA
93
1620 Investment Advisors
Massachusetts
$44.3K
GWS
94
Glassman Wealth Services
Virginia
$41K
AIM
95
Anchor Investment Management
South Carolina
$40.6K
WIM
96
Westside Investment Management
California
$40.3K
PIS
97
POM Investment Strategies
North Carolina
$39.1K
Bank of America
98
Bank of America
North Carolina
$38.3K
AFG
99
Albion Financial Group
Utah
$37.4K
SPIA
100
Steward Partners Investment Advisory
New York
$37.3K