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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

125 hedge funds and large institutions have $95.7M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
45
Closed
13
Calls
$719K
Puts
$559K
Net Calls
+$160K
Net Calls Change
-$930K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.07M
2
GAM
2
Garrison Asset Management
Arkansas
$829K
3
Cerity Partners
3
Cerity Partners
New York
$348K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.45M
5
TRCT
5
Tower Research Capital (TRC)
New York
$970K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$42K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$13K
4
PFS
4
Prospera Financial Services
Texas
$819K
5
CAN
5
Cetera Advisor Networks
California
$931K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$54K -$10.5K -119 -16%
GEA
102
Glen Eagle Advisors
New Jersey
$44.4K +$17.7K +200 +67%
S
103
SignatureFD
Georgia
$44K – – –
SCA
104
Stonebridge Capital Advisors
Minnesota
$43K -$20.2K -228 -32%
Bank of America
105
Bank of America
North Carolina
$42K -$2.25M -25,021 -98%
SWM
106
SeaCrest Wealth Management
New York
$38K +$38K +425 New
AFG
107
Albion Financial Group
Utah
$36K -$3.07K -35 -8%
ADL
108
Asset Dedication LLC
California
$31K – – –
SWA
109
SOA Wealth Advisors
New York
$28K – – –
HF
110
Halpern Financial
Virginia
$26.6K +$26.6K +300 New
JFA
111
JNBA Financial Advisors
Minnesota
$26K – – –
NSIM
112
North Star Investment Management
Illinois
$26K – – –
SWM
113
Sugarloaf Wealth Management
Georgia
$23K – – –
GWM
114
Geneos Wealth Management
Colorado
$22K – – –
TSW
115
Thompson Siegel & Walmsley
Virginia
$21K – – –
AF
116
Advisornet Financial
Minnesota
$18K – – –
AWM
117
Atticus Wealth Management
Florida
$18K – – –
SPIA
118
Steward Partners Investment Advisory
New York
$13K -$765K -8,832 -98%
FFA
119
Founders Financial Alliance
North Carolina
$13K – – –
POIA
120
Pin Oak Investment Advisors
Texas
$13K – – –
WWM
121
Wolff Wiese Magana
California
$12K – – –
Citigroup
122
Citigroup
New York
$6K – – –
GI
123
Gradient Investments
Minnesota
$2K – – –
WIM
124
Westside Investment Management
California
$1.62K -$22 -246 -1%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$57 – – –
2 3 4
5
6