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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

131 hedge funds and large institutions have $113M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-10
Holders Change %
-7.09%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
48
Closed
13
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$685K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.19M
2
TRCT
2
Tower Research Capital (TRC)
New York
$855K
3
RBC
3
Roble Belko & Company
Pennsylvania
$379K
4
Ameriprise
4
Ameriprise
Minnesota
$1.8M
5
S
5
SignatureFD
Georgia
$49K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.53M
2
GHA
2
GW Henssler & Associates
Georgia
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Wells Fargo
5
Wells Fargo
California
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
101
Heritage Wealth Management (Arizona)
Arizona
$88K +$88K +890 New
TAM
102
Townsend Asset Management
North Carolina
$77K – – –
AIA
103
Arcadia Investment Advisors
Idaho
$72.8K – – –
Fidelity Investments
104
Fidelity Investments
Massachusetts
$72K -$45K -457 -38%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$72K +$10.5K +106 +17%
SCA
106
Stonebridge Capital Advisors
Minnesota
$71K +$100 +1 +0.1%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$58K -$6K -60 -9%
S
108
SignatureFD
Georgia
$49K +$49K +494 New
AFG
109
Albion Financial Group
Utah
$44K – – –
FFA
110
Freedman Financial Associates
Massachusetts
$43K – – –
ADL
111
Asset Dedication LLC
California
$35K – – –
SWA
112
SOA Wealth Advisors
New York
$31K – – –
GEA
113
Glen Eagle Advisors
New Jersey
$29.7K – – –
JFA
114
JNBA Financial Advisors
Minnesota
$29K -$147K -1,494 -84%
NSIM
115
North Star Investment Management
Illinois
$29K – – –
MCC
116
Money Concepts Capital
Florida
$28K +$28K +282 New
SWM
117
Sugarloaf Wealth Management
Georgia
$26K – – –
GWM
118
Geneos Wealth Management
Colorado
$24K – – –
TSW
119
Thompson Siegel & Walmsley
Virginia
$24K – – –
AF
120
Advisornet Financial
Minnesota
$20K – – –
AWM
121
Atticus Wealth Management
Florida
$20K – – –
NWM
122
Nauset Wealth Management
Connecticut
$17K +$17K +174 New
FFA
123
Founders Financial Alliance
North Carolina
$15K – – –
POIA
124
Pin Oak Investment Advisors
Texas
$15K – – –
WWM
125
Wolff Wiese Magana
California
$13K – – –
2 3 4
5
6