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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $105M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 45 reducing their positions, and 5 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
13
Reduced
45
Closed
5
Calls
$547K
Puts
$873K
Net Calls
-$326K
Net Calls Change
+$234K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.3M
2
FFN
2
Focus Financial Network
Minnesota
$773K
3
AC
3
Apella Capital
Connecticut
$438K
4
Stifel Financial
4
Stifel Financial
Missouri
$227K
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$213K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$656K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$784K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.44M
4
CFA
4
Cahill Financial Advisors
Minnesota
$1.28M
5
HCP
5
Holt Capital Partners
Texas
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
101
JNBA Financial Advisors
Minnesota
$28.3K – – –
SPIA
102
Steward Partners Investment Advisory
New York
$22.2K – – –
AF
103
Advisornet Financial
Minnesota
$19.7K – – –
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$19.5K – – –
AWM
105
Atticus Wealth Management
Florida
$19.2K – – –
CPA
106
Clear Point Advisors
New York
$19.2K +$19.2K +200 New
VL
107
Vima LLC
Michigan
$18.7K +$18.7K +195 New
CIAS
108
Capital Investment Advisory Services
North Carolina
$17.3K – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$16.5K – – –
FFA
110
Founders Financial Alliance
North Carolina
$14.6K – – –
DWS
111
Dynamic Wealth Strategies
California
$12.8K +$12.8K +133 New
DI
112
DAGCO Inc
Ohio
$12.8K +$12.8K +133 New
POIA
113
Pin Oak Investment Advisors
Texas
$7K – – –
Citigroup
114
Citigroup
New York
$6.04K – – –
WP
115
WealthShield Partners
North Carolina
$5.59K – – –
BWM
116
Baystate Wealth Management
Massachusetts
$5.05K – – –
MIM
117
MTM Investment Management
South Carolina
$4.8K – – –
GI
118
Gradient Investments
Minnesota
$2.11K – – –
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$1.25K -$3.65K -38 -75%
AFO
120
Arrowroot Family Office
California
– -$235K -2,643 Closed
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
– -$222K -2,493 Closed
Truist Financial
122
Truist Financial
North Carolina
– -$220K -2,468 Closed
SCA
123
Stonebridge Capital Advisors
Minnesota
– -$26.8K -301 Closed
WWM
124
Wolff Wiese Magana
California
– -$5.78K -65 Closed
1 2 3 4
5