AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

111 hedge funds and large institutions have $94.5M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
36
Closed
8
Calls
–
Puts
$560K
Net Calls
-$560K
Net Calls Change
-$570K

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$2.49M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.95M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.16M
5
BFG
5
Bouchey Financial Group
New York
$253K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
CAM
2
Cresset Asset Management
Illinois
$0
3
CRC
3
Curi RMB Capital
Illinois
$1.72M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$912K
5
Cerity Partners
5
Cerity Partners
New York
$878K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
101
Capital Investment Advisory Services
North Carolina
$16K +$16K +180 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$15.3K -$79.3K -891 -84%
FFA
103
Founders Financial Alliance
North Carolina
$13.5K – – –
POIA
104
Pin Oak Investment Advisors
Texas
$7K – – –
WWM
105
Wolff Wiese Magana
California
$5.78K – – –
Citigroup
106
Citigroup
New York
$5.61K – – –
WP
107
WealthShield Partners
North Carolina
$5.19K – – –
BWM
108
Baystate Wealth Management
Massachusetts
$4.66K +$90 +1 +2%
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$4.54K -$12.8K -144 -74%
MIM
110
MTM Investment Management
South Carolina
$4.45K -$95.7K -1,076 -96%
GI
111
Gradient Investments
Minnesota
$1.96K +$178 +2 +10%
FTUS
112
Flow Traders U.S.
New York
– -$557K -5,954 Closed
CAM
113
Cresset Asset Management
Illinois
– -$533K -5,700 Closed
Stifel Financial
114
Stifel Financial
Missouri
– -$206K -2,201 Closed
AAM
115
Augustine Asset Management
Florida
– -$203K -2,167 Closed
HWA
116
Heritage Wealth Advisors
Virginia
– -$107K -1,145 Closed
IGWM
117
ICA Group Wealth Management
Colorado
– -$30.4K -325 Closed
PA
118
Parallel Advisors
California
– -$20.1K -214 Closed
RI
119
Ridgewood Investments
New Jersey
– -$9.35K -100 Closed
1 2 3 4
5