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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

120 hedge funds and large institutions have $105M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 6 closing their positions.

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
39
Closed
6
Calls
$478K
Puts
–
Net Calls
+$478K
Net Calls Change
+$804K

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$1.85M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.65M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$936K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$635K
5
WA
5
Waverly Advisors
Alabama
$573K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
SL
2
Salomon & Ludwin
Virginia
$5.68M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
CFA
4
Cahill Financial Advisors
Minnesota
$665K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
101
ICA Group Wealth Management
Colorado
$33.1K – – –
BFEC
102
Benjamin F. Edwards & Company
Missouri
$32K +$102 +1 +0.3%
GEA
103
Glen Eagle Advisors
New Jersey
$30.5K – – –
HF
104
Halpern Financial
Virginia
$30.2K – – –
JFA
105
JNBA Financial Advisors
Minnesota
$30K – – –
SPIA
106
Steward Partners Investment Advisory
New York
$23.5K – – –
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$20.7K – – –
AWM
108
Atticus Wealth Management
Florida
$20.4K – – –
CPA
109
Clear Point Advisors
New York
$20.4K – – –
CIAS
110
Capital Investment Advisory Services
North Carolina
$18.3K – – –
VL
111
Vima LLC
Michigan
$17.9K – – –
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$17.5K – – –
FFA
113
Founders Financial Alliance
North Carolina
$15.5K – – –
DWS
114
Dynamic Wealth Strategies
California
$14K – – –
POIA
115
Pin Oak Investment Advisors
Texas
$8K – – –
Citigroup
116
Citigroup
New York
$6.41K – – –
WP
117
WealthShield Partners
North Carolina
$5.94K – – –
MIM
118
MTM Investment Management
South Carolina
$5.09K – – –
ADL
119
Asset Dedication LLC
California
$4K -$36.7K -349 -90%
GI
120
Gradient Investments
Minnesota
$2.04K -$204 -2 -9%
BWM
121
BKM Wealth Management
Wisconsin
– -$81.1K -43,577 Closed
FFN
122
Focus Financial Network
Minnesota
– -$773K -8,063 Closed
Citadel Advisors
123
Citadel Advisors
Florida
– -$656K -6,840 Closed
GJIA
124
Glass Jacobson Investment Advisors
Maryland
– -$95.9K -1,000 Closed
AF
125
Advisornet Financial
Minnesota
– -$19.7K -205 Closed
2 3 4
5
6