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WisdomTree US AI Enhanced Value Fund

120 hedge funds and large institutions have $101M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$55.4K
1IA
102
1620 Investment Advisors
Massachusetts
$48.6K
AFG
103
Albion Financial Group
Utah
$43K
MYIA
104
Mount Yale Investment Advisors
Colorado
$40.9K
GWS
105
Glassman Wealth Services
Virginia
$40.4K
PIS
106
POM Investment Strategies
North Carolina
$38.4K
SPIA
107
Steward Partners Investment Advisory
New York
$36.6K
JFA
108
JNBA Financial Advisors
Minnesota
$33.4K
AF
109
Allworth Financial
California
$32.6K
NSIM
110
North Star Investment Management
Illinois
$32.3K
HFS
111
Hughes Financial Services
Virginia
$28.3K
QWM
112
Quaker Wealth Management
New Jersey
$25.6K
AWM
113
Atticus Wealth Management
Florida
$22.6K
CIAS
114
Capital Investment Advisory Services
North Carolina
$20.4K
WTFG
115
Wood Tarver Financial Group
Idaho
$15K
DWS
116
Dynamic Wealth Strategies
California
$13.2K
GEA
117
Glen Eagle Advisors
New Jersey
$11.3K
POIA
118
Pin Oak Investment Advisors
Texas
$8K
WP
119
WealthShield Partners
North Carolina
$6.59K
MIM
120
MTM Investment Management
South Carolina
$5.65K
AFM
121
Armstrong Fleming & Moore
District of Columbia
GWM
122
Guardian Wealth Management
Illinois
FAM
123
Flaharty Asset Management
Florida
CCM
124
Coldstream Capital Management
Washington
FFA
125
Founders Financial Alliance
North Carolina