WisdomTree US AI Enhanced Value Fund
AIVL
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.
2.06% less ownership
Funds ownership: 27.02% → 24.96% (-2.1%)
3% less funds holding
Funds holding: 120 → 116 (-4)
12% less capital invested
Capital invested by funds: $105M → $92.9M (-$12.4M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
58% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.04M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$146K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$137K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$111K |
| 5 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$97.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$2.52M |
| 2 |
WPIC
White Pine Investment Company
Livonia,
Michigan
|
-$1.74M |
| 3 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
-$1.57M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.06M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$464K |
AIVL Hedge Fund Activity: Q2 2024 in Review
116 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2024, worth a combined $92.9M — down 12% from $105M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AIVL and 6 opened new positions — a net loss of 2 holders — while 40 trimmed existing stakes and 17 added.
The largest buyer was LPL Financial, adding an estimated $1.04M. The largest seller was Salomon & Ludwin, cutting an estimated $2.52M.
- 116 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2024, down from 120 in Q1 2024.
- Funds reported $92.9M of WisdomTree US AI Enhanced Value Fund stock for Q2 2024, down 12% quarter-over-quarter.
- 6 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2024 and 8 closed out, a net change of -2 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2024 was LPL Financial, an estimated $1.04M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2024 was Salomon & Ludwin, an estimated $2.52M sold.
Based on aggregated 13F filings for Q2 2024.