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WisdomTree US AI Enhanced Value Fund

121 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
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
$891K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
76
Augustine Asset Management
Florida
$230K
KFI
77
Key Financial Inc
Pennsylvania
$213K
MFG
78
Merit Financial Group
Georgia
$213K
SP
79
Sequent Planning
Nebraska
$207K
SPIA
80
Steward Partners Investment Advisory
New York
$201K
Corient Private Wealth
81
Corient Private Wealth
Florida
$200K
TRCT
82
Tower Research Capital (TRC)
New York
$195K
SGK
83
Steigerwald Gordon & Koch
Virginia
$193K
BAM
84
Bellevue Asset Management
Washington
$147K
HI
85
Harbour Investments
Wisconsin
$136K
Jones Financial Companies
86
Jones Financial Companies
Missouri
$130K
FFA
87
Farther Finance Advisors
California
$130K
CA
88
Clearstead Advisors
Ohio
$113K
ATPW
89
Ashton Thomas Private Wealth
Arizona
$105K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$95.4K
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$94.4K
Franklin Resources
92
Franklin Resources
California
$85.6K
JP Morgan Chase
93
JP Morgan Chase
New York
$74.7K
AIA
94
Arcadia Investment Advisors
Idaho
$74.4K
IBOK
95
Independence Bank of Kentucky
Kentucky
$72.3K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$67.1K
UBS Group
97
UBS Group
Switzerland
$57.6K
BW
98
Bravera Wealth
North Dakota
$56.5K
CIAS
99
Capital Investment Advisory Services
North Carolina
$52.8K
BIAS
100
Beacon Investment Advisory Services
New Jersey
$47.2K