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WisdomTree US AI Enhanced Value Fund
AIVL

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.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $94.5M → $105M (+$10.3M)

7% more funds holding

Funds holding: 111 → 119 (+8)

3.1% more ownership

Funds ownership: 25.92% → 29.02% (+3.1%)

37% less call options, than puts

Call options by funds: $547K | Put options by funds: $873K

71% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 45

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.73%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.18M
2
FFN
Focus Financial Network
Minnesota
+$725K
3
AC
Apella Capital
Connecticut
+$414K
4
Stifel Financial
Stifel Financial
Missouri
+$212K
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$199K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.56M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.34M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$572K
4
CFA
Cahill Financial Advisors
Minnesota
-$420K
5
HCP
Holt Capital Partners
Texas
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$18K +200 New
VL
107
Vima LLC
Michigan
$18.7K +$17.5K +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 – – –
DI
111
DAGCO Inc
Ohio
$12.8K +$12K +133 New
DWS
112
Dynamic Wealth Strategies
California
$12.8K +$12K +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
$4.79K – – –
GI
118
Gradient Investments
Minnesota
$2.11K – – –
JP Morgan Chase
119
JP Morgan Chase
New York
$1.25K -$3.42K -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

AIVL Hedge Fund Activity: Q4 2023 in Review

119 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2023, worth a combined $105M — up 11% from $94.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AIVL positions and 5 closed out — a net gain of 8 holders — while 13 added to existing stakes and 45 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.18M. The largest seller was Citadel Advisors, cutting an estimated $1.56M.

  • 119 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2023, up from 111 in Q3 2023.
  • Funds reported $105M of WisdomTree US AI Enhanced Value Fund stock for Q4 2023, up 11% quarter-over-quarter.
  • 13 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2023 and 5 closed out, a net change of +8 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2023 was Morgan Stanley, an estimated $7.18M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2023 was Citadel Advisors, an estimated $1.56M sold.

Based on aggregated 13F filings for Q4 2023.