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WisdomTree US AI Enhanced Value Fund

116 hedge funds and large institutions have $92.9M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IGWM
101
ICA Group Wealth Management
Colorado
$22.5K -$9.98K -100 -31%
SPIA
102
Steward Partners Investment Advisory
New York
$22.2K -$898 -9 -4%
CPA
103
Clear Point Advisors
New York
$20K
AWM
104
Atticus Wealth Management
Florida
$20K
CIAS
105
Capital Investment Advisory Services
North Carolina
$18K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$17.2K
FFA
107
Founders Financial Alliance
North Carolina
$15.2K
JGIA
108
Jackson Grant Investment Advisers
Connecticut
$12.7K +$12.7K +127 New
DWS
109
Dynamic Wealth Strategies
California
$12K -$1.64K -16 -12%
GEA
110
Glen Eagle Advisors
New Jersey
$9.98K -$20K -200 -67%
POIA
111
Pin Oak Investment Advisors
Texas
$7K
Citigroup
112
Citigroup
New York
$6.29K
WP
113
WealthShield Partners
North Carolina
$5.82K
MIM
114
MTM Investment Management
South Carolina
$4.99K
ADL
115
Asset Dedication LLC
California
$3.79K
GI
116
Gradient Investments
Minnesota
$2K
AC
117
Apella Capital
Connecticut
-$464K -4,600 Closed
ITB
118
Idaho Trust Bank
Idaho
-$285K -2,800 Closed
Wolverine Trading
119
Wolverine Trading
Illinois
-$239K -2,349 Closed
MCM
120
Mengis Capital Management
Oregon
-$234K -2,300 Closed
CIA
121
Cladis Investment Advisory
Montana
-$204K -2,000 Closed
WB
122
WesBanco Bank
West Virginia
-$200K -1,969 Closed
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
-$20.7K -203 Closed
VL
124
Vima LLC
Michigan
-$17.9K -195 Closed