AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

125 hedge funds and large institutions have $96.6M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
41
Closed
6
Calls
$569K
Puts
$468K
Net Calls
+$101K
Net Calls Change
+$280K

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$2.57M
2
PFS
2
Prospera Financial Services
Texas
$1.55M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.73M
4
Mariner
4
Mariner
Kansas
$589K
5
SFA
5
Sequoia Financial Advisors
Ohio
$285K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.09M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$487K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
101
Bank of America
North Carolina
$43K – – –
AFG
102
Albion Financial Group
Utah
$37.6K – – –
ADL
103
Asset Dedication LLC
California
$32K – – –
IGWM
104
ICA Group Wealth Management
Colorado
$30.8K +$30.8K +325 New
SWA
105
SOA Wealth Advisors
New York
$29.3K – – –
SCA
106
Stonebridge Capital Advisors
Minnesota
$27.6K – – –
SPIA
107
Steward Partners Investment Advisory
New York
$27.5K – – –
HF
108
Halpern Financial
Virginia
$27.5K – – –
GEA
109
Glen Eagle Advisors
New Jersey
$27.5K – – –
JFA
110
JNBA Financial Advisors
Minnesota
$27.1K – – –
NSIM
111
North Star Investment Management
Illinois
$26.8K – – –
MCC
112
Money Concepts Capital
Florida
$25.9K +$25.9K +282 New
TSW
113
Thompson Siegel & Walmsley
Virginia
$22K – – –
AF
114
Advisornet Financial
Minnesota
$18.8K – – –
AWM
115
Atticus Wealth Management
Florida
$18.4K – – –
USCWA
116
U.S. Capital Wealth Advisors
Texas
$18.4K +$18.4K +200 New
RBC
117
Romano Brothers & Co
Illinois
$18.4K +$18.4K +200 New
FFA
118
Founders Financial Alliance
North Carolina
$14K – – –
WWM
119
Wolff Wiese Magana
California
$11.9K – – –
NA
120
NewEdge Advisors
Louisiana
$10.2K +$10.2K +1,112 New
POIA
121
Pin Oak Investment Advisors
Texas
$7K -$7K -74 -50%
Citigroup
122
Citigroup
New York
$5.78K – – –
BWM
123
Baystate Wealth Management
Massachusetts
$5K +$5K +51 New
GI
124
Gradient Investments
Minnesota
$1.84K – – –
WIM
125
Westside Investment Management
California
$1.8K +$8 +90 +0.5%
2 3 4
5
6