AIVL icon

WisdomTree US AI Enhanced Value Fund

116 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
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
PIS
101
POM Investment Strategies
North Carolina
$38.9K
SPIA
102
Steward Partners Investment Advisory
New York
$37K
JFA
103
JNBA Financial Advisors
Minnesota
$33.7K
AF
104
Allworth Financial
California
$32.9K
NSIM
105
North Star Investment Management
Illinois
$32.7K
GEA
106
Glen Eagle Advisors
New Jersey
$30.2K
HFS
107
Hughes Financial Services
Virginia
$28.6K
QWM
108
Quaker Wealth Management
New Jersey
$25.8K
CIAS
109
Capital Investment Advisory Services
North Carolina
$20.6K
FFA
110
Founders Financial Alliance
North Carolina
$17.4K
PS
111
Principal Securities
Iowa
$17.1K
AAS
112
Ameritas Advisory Services
Nebraska
$16.2K
DWS
113
Dynamic Wealth Strategies
California
$13.4K
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$9.94K
WP
115
WealthShield Partners
North Carolina
$6.67K
MIM
116
MTM Investment Management
South Carolina
$5.71K
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
ACM
118
Altrius Capital Management
North Carolina
NA
119
Novus Advisors
South Carolina
EW
120
Element Wealth
Mississippi
OP
121
ORG Partners
Indiana
BA
122
Bristlecone Advisors
Washington
MYIA
123
Mount Yale Investment Advisors
Colorado
AWM
124
Atticus Wealth Management
Florida
WTFG
125
Wood Tarver Financial Group
Idaho