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WisdomTree US AI Enhanced Value Fund

115 hedge funds and large institutions have $99.1M 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
115
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
MCM
77
Mengis Capital Management
Oregon
$206K
AWM
78
Axxcess Wealth Management
California
$203K
SGK
79
Steigerwald Gordon & Koch
Virginia
$192K
UBS Group
80
UBS Group
Switzerland
$175K
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$157K
BAM
82
Bellevue Asset Management
Washington
$146K
HI
83
Harbour Investments
Wisconsin
$135K
FFA
84
Farther Finance Advisors
California
$128K
CA
85
Clearstead Advisors
Ohio
$112K
Jones Financial Companies
86
Jones Financial Companies
Missouri
$95.2K
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$93.8K
Franklin Resources
88
Franklin Resources
California
$85.1K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$76.3K
AIA
90
Arcadia Investment Advisors
Idaho
$73.9K
IBOK
91
Independence Bank of Kentucky
Kentucky
$71.9K
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$71.5K
JP Morgan Chase
93
JP Morgan Chase
New York
$56.3K
1IA
94
1620 Investment Advisors
Massachusetts
$44.3K
GWS
95
Glassman Wealth Services
Virginia
$41K
AIM
96
Anchor Investment Management
South Carolina
$40.6K
WIM
97
Westside Investment Management
California
$40.3K
PIS
98
POM Investment Strategies
North Carolina
$39.1K
Bank of America
99
Bank of America
North Carolina
$38.3K
AFG
100
Albion Financial Group
Utah
$37.4K