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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

121 hedge funds and large institutions have $88.3M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
44
Closed
8
Calls
$343K
Puts
$522K
Net Calls
-$179K
Net Calls Change
-$339K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.63M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.18M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.87M
4
FAIM
4
Financial Advocates Investment Management
Washington
$683K
5
PFS
5
Prospera Financial Services
Texas
$1.07M

Top Sellers

1
HCP
1
Holt Capital Partners
Texas
$559K
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$748K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.67M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
101
Albion Financial Group
Utah
$33K – – –
ADL
102
Asset Dedication LLC
California
$28K – – –
SWA
103
SOA Wealth Advisors
New York
$26K – – –
SCA
104
Stonebridge Capital Advisors
Minnesota
$25K -$15.3K -184 -38%
GEA
105
Glen Eagle Advisors
New Jersey
$24.5K -$16.3K -200 -40%
HF
106
Halpern Financial
Virginia
$24.5K – – –
JFA
107
JNBA Financial Advisors
Minnesota
$24K – – –
NSIM
108
North Star Investment Management
Illinois
$24K – – –
SPIA
109
Steward Partners Investment Advisory
New York
$24K +$12K +150 +100%
SWM
110
Sugarloaf Wealth Management
Georgia
$20K -$2.1K -25 -10%
TSW
111
Thompson Siegel & Walmsley
Virginia
$20K – – –
AWM
112
Atticus Wealth Management
Florida
$18K – – –
AF
113
Advisornet Financial
Minnesota
$17K – – –
FFA
114
Founders Financial Alliance
North Carolina
$12K – – –
POIA
115
Pin Oak Investment Advisors
Texas
$12K – – –
WWM
116
Wolff Wiese Magana
California
$11K – – –
Citigroup
117
Citigroup
New York
$5K – – –
Simplex Trading
118
Simplex Trading
Illinois
$3K +$3K +37 New
GI
119
Gradient Investments
Minnesota
$2K – – –
WIM
120
Westside Investment Management
California
$1.6K +$105 +1,286 +7%
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$55 +$4 +41 +7%
Ameriprise
122
Ameriprise
Minnesota
– -$1.1M -12,441 Closed
Cerity Partners
123
Cerity Partners
New York
– -$348K -3,924 Closed
COCM
124
Charter Oak Capital Management
New Hampshire
– -$273K -3,071 Closed
MML Investors Services
125
MML Investors Services
Massachusetts
– -$212K -2,395 Closed
2 3 4
5
6