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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.54%
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

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$834K
2
TRCT
2
Tower Research Capital (TRC)
New York
$747K
3
MA
3
Mezzasalma Advisors
New Jersey
$247K
4
PWM
4
Perigon Wealth Management
California
$648K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$523K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$707K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$52.2K
4
LPL Financial
4
LPL Financial
California
$4.12M
5
SFA
5
Sequoia Financial Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$20.2K +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 +$14K +140 New
NWWA
109
New Wave Wealth Advisors
Arkansas
$11.2K +$11.2K +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 +$6.04K +57 New
MIM
115
MTM Investment Management
South Carolina
$5.33K – – –
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$320 -$7.89K -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