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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
41
Closed
6
Calls
–
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.16M
4
AFM
4
Armstrong Fleming & Moore
District of Columbia
$413K
5
WIM
5
Westside Investment Management
California
$2.07M

Top Sellers

1
FHB
1
First Hawaiian Bank
Hawaii
$0
2
HCP
2
Holt Capital Partners
Texas
$1.98M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$328K
4
FAM
4
Flaharty Asset Management
Florida
$45.9K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$597K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
101
Albion Financial Group
Utah
$41.7K – – –
GWS
102
Glassman Wealth Services
Virginia
$39.2K +$39.2K +357 New
PIS
103
POM Investment Strategies
North Carolina
$37.3K – – –
SPIA
104
Steward Partners Investment Advisory
New York
$35.6K -$14.5K -132 -29%
JFA
105
JNBA Financial Advisors
Minnesota
$32.4K – – –
NSIM
106
North Star Investment Management
Illinois
$31.4K -$9.88K -90 -24%
AF
107
Allworth Financial
California
$30.3K -$5.68K -54 -16%
CCM
108
Coldstream Capital Management
Washington
$30.2K +$30.2K +275 New
HFS
109
Hughes Financial Services
Virginia
$27.8K +$27.8K +253 New
AWM
110
Atticus Wealth Management
Florida
$22K – – –
CIAS
111
Capital Investment Advisory Services
North Carolina
$19.8K – – –
FFA
112
Founders Financial Alliance
North Carolina
$16.7K – – –
WTFG
113
Wood Tarver Financial Group
Idaho
$15.4K – – –
AWM
114
AE Wealth Management
Kansas
$13.2K -$7.69K -70 -37%
DWS
115
Dynamic Wealth Strategies
California
$12.8K +$12.8K +117 New
GEA
116
Glen Eagle Advisors
New Jersey
$11K – – –
POIA
117
Pin Oak Investment Advisors
Texas
$8K – – –
WP
118
WealthShield Partners
North Carolina
$6.4K – – –
MIM
119
MTM Investment Management
South Carolina
$5.49K – – –
FHB
120
First Hawaiian Bank
Hawaii
– -$1.11M -10,439 Closed
Bank of America
121
Bank of America
North Carolina
– -$83.8K -787 Closed
JFG
122
JDM Financial Group
Texas
– -$16K -150 Closed
NWWA
123
New Wave Wealth Advisors
Arkansas
– -$11.2K -105 Closed
Citigroup
124
Citigroup
New York
– -$6.71K -63 Closed
KIM
125
Kestra Investment Management
Texas
– -$6.04K -57 Closed
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