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WisdomTree US AI Enhanced Value Fund

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