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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $94M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
47
Closed
8
Calls
$302K
Puts
$522K
Net Calls
-$220K
Net Calls Change
-$321K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$223K
2
SWM
2
Spire Wealth Management
Virginia
$450K
3
WPIC
3
White Pine Investment Company
Michigan
$2.41M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$884K
5
Bank of America
5
Bank of America
North Carolina
$94.2K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$671K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.61M
4
Wells Fargo
4
Wells Fargo
California
$1.01M
5
LPL Financial
5
LPL Financial
California
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
101
ICA Group Wealth Management
Colorado
$29.8K – – –
SWA
102
SOA Wealth Advisors
New York
$29.2K – – –
SCA
103
Stonebridge Capital Advisors
Minnesota
$27.6K – – –
HF
104
Halpern Financial
Virginia
$27.5K – – –
JFA
105
JNBA Financial Advisors
Minnesota
$27K – – –
NSIM
106
North Star Investment Management
Illinois
$26.8K – – –
TSW
107
Thompson Siegel & Walmsley
Virginia
$22K – – –
PA
108
Parallel Advisors
California
$19.6K -$91.8K -999 -82%
AAS
109
Ameritas Advisory Services
Nebraska
$19.1K +$19.1K +208 New
AF
110
Advisornet Financial
Minnesota
$18.8K – – –
AWM
111
Atticus Wealth Management
Florida
$18.3K – – –
WWM
112
Wolff Wiese Magana
California
$11.9K – – –
RI
113
Ridgewood Investments
New Jersey
$9.17K +$9.17K +100 New
POIA
114
Pin Oak Investment Advisors
Texas
$7K – – –
Citigroup
115
Citigroup
New York
$5.78K – – –
WP
116
WealthShield Partners
North Carolina
$5.35K +$5.35K +58 New
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$5.14K +$306 +3,336 +6%
BWM
118
Baystate Wealth Management
Massachusetts
$4.73K – – –
GI
119
Gradient Investments
Minnesota
$1.83K – – –
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
– -$1.3M -14,159 Closed
JWS
121
Juncture Wealth Strategies
Arizona
– -$246K -2,677 Closed
Northern Trust
122
Northern Trust
Illinois
– -$239K -2,600 Closed
GEA
123
Glen Eagle Advisors
New Jersey
– -$27.5K -300 Closed
MCC
124
Money Concepts Capital
Florida
– -$25.9K -282 Closed
USCWA
125
U.S. Capital Wealth Advisors
Texas
– -$18.4K -200 Closed
2 3 4
5
6