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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
SGFG
101
Silver Grove Financial Group
New York
$46.1K
AWM
102
AE Wealth Management
Kansas
$43.4K
1IA
103
1620 Investment Advisors
Massachusetts
$43.4K
GWS
104
Glassman Wealth Services
Virginia
$41.3K
AIM
105
Anchor Investment Management
South Carolina
$41K
AFG
106
Albion Financial Group
Utah
$37K
ACM
107
Anfield Capital Management
California
$35.8K
RDFA
108
Ritter Daniher Financial Advisory
Ohio
$35.4K
NSIM
109
North Star Investment Management
Illinois
$33.1K
AF
110
Allworth Financial
California
$32.7K
NA
111
NewEdge Advisors
Louisiana
$31.2K
HFS
112
Hughes Financial Services
Virginia
$29.3K
QWM
113
Quaker Wealth Management
New Jersey
$26.2K
FFA
114
Founders Financial Alliance
North Carolina
$17.6K
Russell Investments Group
115
Russell Investments Group
United Kingdom
$15.5K
DWS
116
Dynamic Wealth Strategies
California
$13.5K
Simplex Trading
117
Simplex Trading
Illinois
$11.8K
GEA
118
Glen Eagle Advisors
New Jersey
$7.41K
WP
119
WealthShield Partners
North Carolina
$6.75K
IAIM
120
International Assets Investment Management
Florida
$6.02K
MIM
121
MTM Investment Management
South Carolina
$5.79K
AC
122
Avant Capital
Louisiana
MCM
123
Mengis Capital Management
Oregon
AWM
124
Axxcess Wealth Management
California
PIS
125
POM Investment Strategies
North Carolina