WisdomTree US AI Enhanced Value Fund
AIVL
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
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
43% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 35
Holders
116
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$632K | |
| 2 | +$313K | |
| 3 | +$247K | |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$195K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$138K |
Top Sellers
| 1 | -$1.68M | |
| 2 | -$1.27M | |
| 3 | -$426K | |
| 4 |
LPL Financial
San Diego,
California
|
-$396K |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$345K |