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WisdomTree US AI Enhanced Value Fund
AIVL

116 hedge funds and large institutions have $100M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% more ownership

Funds ownership: 26.22% → 26.32% (+0.1%)

4% less funds holding

Funds holding: 121 → 116 (-5)

6% less capital invested

Capital invested by funds: $107M → $100M (-$6.06M)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

43% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 35

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$658K
2
TRCT
Tower Research Capital (TRC)
New York
+$325K
3
MA
Mezzasalma Advisors
New Jersey
+$257K
4
PWM
Perigon Wealth Management
California
+$198K
5
Osaic Holdings
Osaic Holdings
Arizona
+$144K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.74M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.27M
3
JP Morgan Chase
JP Morgan Chase
New York
-$443K
4
LPL Financial
LPL Financial
California
-$412K
5
SFA
Sequoia Financial Advisors
Ohio
-$345K
Name Holding Trade Value Shares
Change 		Change in
Stake
PIS
101
POM Investment Strategies
North Carolina
$36.2K – – –
JFA
102
JNBA Financial Advisors
Minnesota
$31.4K – – –
AWM
103
Atticus Wealth Management
Florida
$21.3K – – –
AWM
104
AE Wealth Management
Kansas
$20.2K +$21K +190 New
CIAS
105
Capital Investment Advisory Services
North Carolina
$19.2K – – –
FFA
106
Founders Financial Alliance
North Carolina
$16.2K – – –
JFG
107
JDM Financial Group
Texas
$16K – – –
WTFG
108
Wood Tarver Financial Group
Idaho
$14K +$15.5K +140 New
NWWA
109
New Wave Wealth Advisors
Arkansas
$11.2K +$11.6K +105 New
GEA
110
Glen Eagle Advisors
New Jersey
$10.7K – – –
POIA
111
Pin Oak Investment Advisors
Texas
$8K – – –
Citigroup
112
Citigroup
New York
$6.71K – – –
WP
113
WealthShield Partners
North Carolina
$6.21K – – –
KIM
114
Kestra Investment Management
Texas
$6.04K +$6.32K +57 New
MIM
115
MTM Investment Management
South Carolina
$5.33K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$320 -$8.2K -74 -96%
Citadel Advisors
117
Citadel Advisors
Florida
– -$1.27M -11,411 Closed
SFA
118
Sequoia Financial Advisors
Ohio
– -$345K -3,100 Closed
SWP
119
Stratos Wealth Partners
Ohio
– -$235K -2,111 Closed
WB
120
WesBanco Bank
West Virginia
– -$219K -1,969 Closed
BJL
121
Brighton Jones LLC
Washington
– -$205K -1,842 Closed
AFO
122
Arrowroot Family Office
California
– -$201K -1,805 Closed
ACM
123
Anfield Capital Management
California
– -$33.4K -300 Closed
CPA
124
Clear Point Advisors
New York
– -$22.3K -200 Closed
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
– -$19.1K -172 Closed
2 3 4
5
6

AIVL Hedge Fund Activity: Q4 2024 in Review

116 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2024, worth a combined $100M — down 5.7% from $107M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of AIVL and 9 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 20 added.

The largest buyer was Focus Partners Wealth, adding an estimated $658K. The largest seller was Susquehanna International Group, cutting an estimated $1.74M.

  • 116 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2024, down from 121 in Q3 2024.
  • Funds reported $100M of WisdomTree US AI Enhanced Value Fund stock for Q4 2024, down 5.7% quarter-over-quarter.
  • 9 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2024 and 11 closed out, a net change of -2 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2024 was Focus Partners Wealth, an estimated $658K added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2024 was Susquehanna International Group, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2024.