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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

121 hedge funds and large institutions have $107M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$2.64M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.27M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.49M
4
PWM
4
Perigon Wealth Management
California
$463K
5
SWM
5
Spire Wealth Management
Virginia
$554K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.77M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$211K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
SL
4
Salomon & Ludwin
Virginia
$3.04M
5
WPIC
5
White Pine Investment Company
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$50.8K +$26K +234 +105%
AFG
102
Albion Financial Group
Utah
$42.3K – – –
NSIM
103
North Star Investment Management
Illinois
$41.8K – – –
PIS
104
POM Investment Strategies
North Carolina
$37.8K – – –
ACM
105
Anfield Capital Management
California
$33.4K +$33.4K +300 New
HF
106
Halpern Financial
Virginia
$33.2K – – –
JFA
107
JNBA Financial Advisors
Minnesota
$32.8K – – –
AWM
108
Atticus Wealth Management
Florida
$22.3K – – –
CPA
109
Clear Point Advisors
New York
$22.3K – – –
CIAS
110
Capital Investment Advisory Services
North Carolina
$20K – – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$19.1K – – –
FFA
112
Founders Financial Alliance
North Carolina
$16.9K – – –
JFG
113
JDM Financial Group
Texas
$16.7K +$16.7K +150 New
DWS
114
Dynamic Wealth Strategies
California
$13K – – –
GEA
115
Glen Eagle Advisors
New Jersey
$11.1K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$8.57K +$8.57K +77 New
POIA
117
Pin Oak Investment Advisors
Texas
$8K – – –
Citigroup
118
Citigroup
New York
$7.01K – – –
WP
119
WealthShield Partners
North Carolina
$6.49K – – –
MIM
120
MTM Investment Management
South Carolina
$5.53K – – –
ADL
121
Asset Dedication LLC
California
$4.23K – – –
WPIC
122
White Pine Investment Company
Michigan
– -$286K -2,864 Closed
ATPW
123
Ashton Thomas Private Wealth
Arizona
– -$90.3K -905 Closed
IAIM
124
International Assets Investment Management
Florida
– -$24.1K -241 Closed
JGIA
125
Jackson Grant Investment Advisers
Connecticut
– -$12.7K -127 Closed
2 3 4
5
6