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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

141 hedge funds and large institutions have $141M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 6 closing their positions.

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
34
Reduced
46
Closed
6
Calls
$405K
Puts
–
Net Calls
+$405K
Net Calls Change
-$328K

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$1.77M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.67M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
GHA
4
GW Henssler & Associates
Georgia
$3.51M
5
M&T Bank
5
M&T Bank
New York
$210K

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.83M
2
Ameriprise
2
Ameriprise
Minnesota
$1.76M
3
FTUS
3
Flow Traders U.S.
New York
$769K
4
UBS Group
4
UBS Group
Switzerland
$1.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
101
Lowe Wealth Advisors
Maryland
$151K – – –
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$150K -$5.98K -59 -4%
CTB
103
Country Trust Bank
Illinois
$132K – – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$120K +$45K +446 +60%
HI
105
Harbour Investments
Wisconsin
$118K -$10.8K -107 -8%
HWA
106
Heritage Wealth Advisors
Virginia
$116K – – –
MIM
107
MTM Investment Management
South Carolina
$114K -$30.9K -305 -21%
NFG
108
Next Financial Group
Texas
$110K +$3.46K +34 +3%
SBL
109
Sargent Bickham Lagudis
Colorado
$94K – – –
CFGS
110
Concourse Financial Group Securities
Alabama
$94K – – –
TAM
111
Townsend Asset Management
North Carolina
$79K +$203 +2 +0.3%
AIA
112
Arcadia Investment Advisors
Idaho
$74.3K – – –
SCA
113
Stonebridge Capital Advisors
Minnesota
$72K +$41.6K +411 +137%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$65K -$40.2K -396 -38%
BFEC
115
Benjamin F. Edwards & Company
Missouri
$63K +$608 +6 +1%
CFA
116
Carroll Financial Associates
North Carolina
$48K – – –
AFG
117
Albion Financial Group
Utah
$45K -$1.32K -13 -3%
FFA
118
Freedman Financial Associates
Massachusetts
$44K – – –
ADL
119
Asset Dedication LLC
California
$35K – – –
SWA
120
SOA Wealth Advisors
New York
$32K – – –
CWS
121
Confluence Wealth Services
Pennsylvania
$31K +$31K +314 New
GEA
122
Glen Eagle Advisors
New Jersey
$30.3K – – –
NSIM
123
North Star Investment Management
Illinois
$30K – – –
BFG
124
Baron Financial Group
New Jersey
$29.7K +$203 +2 +0.7%
SWM
125
Sugarloaf Wealth Management
Georgia
$27K – – –
2 3 4
5
6