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WisdomTree US AI Enhanced Value Fund
AIVL

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.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

1% more funds holding

Funds holding: 119 → 120 (+1)

0% more capital invested

Capital invested by funds: $105M → $105M (+$494K)

2% less ownership

Funds ownership: 29.02% → 27.02% (-2%)

54% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 39

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.73%
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
MAI Capital Management
Ohio
+$1.76M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$776K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$652K
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$606K
5
WA
Waverly Advisors
Alabama
+$546K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.51M
2
FFN
Focus Financial Network
Minnesota
-$773K
3
SL
Salomon & Ludwin
Virginia
-$760K
4
CFA
Cahill Financial Advisors
Minnesota
-$664K
5
Citadel Advisors
Citadel Advisors
Florida
-$656K
Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
101
ICA Group Wealth Management
Colorado
$33.1K – – –
BFEC
102
Benjamin F. Edwards & Company
Missouri
$32K +$97 +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 -$33.9K -349 -90%
GI
120
Gradient Investments
Minnesota
$2.04K -$194 -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

AIVL Hedge Fund Activity: Q1 2024 in Review

120 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q1 2024, worth a combined $105M — up 0.47% from $105M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new AIVL positions and 6 closed out — a net gain of 5 holders — while 18 added to existing stakes and 39 trimmed.

The largest buyer was MAI Capital Management, opening a new position worth an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $5.51M.

  • 120 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q1 2024, up from 119 in Q4 2023.
  • Funds reported $105M of WisdomTree US AI Enhanced Value Fund stock for Q1 2024, up 0.47% quarter-over-quarter.
  • 11 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q1 2024 and 6 closed out, a net change of +5 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q1 2024 was MAI Capital Management, an estimated $1.76M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q1 2024 was Morgan Stanley, an estimated $5.51M sold.

Based on aggregated 13F filings for Q1 2024.