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WisdomTree US AI Enhanced Value Fund

113 hedge funds and large institutions have $96.3M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
40
Closed
13
Calls
$253K
Puts
$243K
Net Calls
+$10K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Shares
Change %
AF
101
Advisornet Financial
Minnesota
$19.2K
AWM
102
Atticus Wealth Management
Florida
$18.7K
GEA
103
Glen Eagle Advisors
New Jersey
$18.7K +$18.7K +200 New
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$18.2K -$41.9K -448 -70%
SPIA
105
Steward Partners Investment Advisory
New York
$17.9K -$14K -150 -44%
FFA
106
Founders Financial Alliance
North Carolina
$14.2K +$14.2K +152 New
RI
107
Ridgewood Investments
New Jersey
$9.35K
POIA
108
Pin Oak Investment Advisors
Texas
$7K
WWM
109
Wolff Wiese Magana
California
$6.08K -$6.08K -65 -50%
Citigroup
110
Citigroup
New York
$5.89K
WP
111
WealthShield Partners
North Carolina
$5.46K
BWM
112
Baystate Wealth Management
Massachusetts
$4.86K
GI
113
Gradient Investments
Minnesota
$1.87K
GAM
114
Garrison Asset Management
Arkansas
-$841K -9,176 Closed
TYCC
115
Texas Yale Capital Corp
Florida
-$756K -8,250 Closed
US Bancorp
116
US Bancorp
Minnesota
-$704K -7,680 Closed
MCM
117
MAI Capital Management
Ohio
-$264K -2,885 Closed
SWM
118
Sculati Wealth Management
Michigan
-$218K -2,377 Closed
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
-$204K -2,227 Closed
MCM
120
Mengis Capital Management
Oregon
-$201K -2,196 Closed
HighTower Advisors
121
HighTower Advisors
Illinois
-$200K -2,180 Closed
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
-$88K -960 Closed
RBC
123
Roble Belko & Company
Pennsylvania
-$70K -768 Closed
SWA
124
SOA Wealth Advisors
New York
-$29.2K -319 Closed
TSW
125
Thompson Siegel & Walmsley
Virginia
-$22K -240 Closed