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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $100M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 35 reducing their positions, and 5 closing their positions.

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GRP
1
Global Retirement Partners
California
$1.37M
2
NFW
2
Noble Family Wealth
Florida
$10.1M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$706K
4
UBS Group
4
UBS Group
Switzerland
$511K
5
CRC
5
Curi RMB Capital
Illinois
$2.12M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.32M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$766K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.33M
4
HCP
4
Holt Capital Partners
Texas
$825K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
AFG
101
Albion Financial Group
Utah
$43K 380 – –
MYIA
102
Mount Yale Investment Advisors
Colorado
$40.9K 362 +362 New
GWS
103
Glassman Wealth Services
Virginia
$40.4K 357 – –
PIS
104
POM Investment Strategies
North Carolina
$38.4K 340 – –
SPIA
105
Steward Partners Investment Advisory
New York
$36.6K 324 – –
JFA
106
JNBA Financial Advisors
Minnesota
$33.4K 295 – –
AF
107
Allworth Financial
California
$32.6K 288 – –
NSIM
108
North Star Investment Management
Illinois
$32.3K 286 – –
HFS
109
Hughes Financial Services
Virginia
$28.3K 253 – –
QWM
110
Quaker Wealth Management
New Jersey
$25.6K 226 +226 New
AWM
111
Atticus Wealth Management
Florida
$22.6K 200 – –
CIAS
112
Capital Investment Advisory Services
North Carolina
$20.4K 180 – –
WTFG
113
Wood Tarver Financial Group
Idaho
$15K 140 – –
DWS
114
Dynamic Wealth Strategies
California
$13.2K 117 – –
GEA
115
Glen Eagle Advisors
New Jersey
$11.3K 100 – –
POIA
116
Pin Oak Investment Advisors
Texas
$8K 74 – –
WP
117
WealthShield Partners
North Carolina
$6.6K 58 – –
MIM
118
MTM Investment Management
South Carolina
$5.65K 50 – –
AFM
119
Armstrong Fleming & Moore
District of Columbia
– – -3,762 Closed
GWM
120
Guardian Wealth Management
Illinois
– – -495 Closed
CCM
121
Coldstream Capital Management
Washington
– – -275 Closed
FFA
122
Founders Financial Alliance
North Carolina
– – -152 Closed
AWM
123
AE Wealth Management
Kansas
– – -120 Closed
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5