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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFW
Noble Family Wealth
Florida
+$852K
2
Baird Financial Group
Baird Financial Group
Wisconsin
+$706K
3
UBS Group
UBS Group
Switzerland
+$412K
4
CRC
Curi RMB Capital
Illinois
+$402K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$258K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.4M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.32M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22M
4
HCP
Holt Capital Partners
Texas
-$1.21M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$870K
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
101
1620 Investment Advisors
Massachusetts
$48.6K -$5.09K -45 -9%
FAM
102
Flaharty Asset Management
Florida
$47.3K – – –
AFG
103
Albion Financial Group
Utah
$43K – – –
MYIA
104
Mount Yale Investment Advisors
Colorado
$40.9K +$40.9K +362 New
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 +$25.6K +226 New
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
$6.6K – – –
MIM
120
MTM Investment Management
South Carolina
$5.65K – – –
AFM
121
Armstrong Fleming & Moore
District of Columbia
– -$413K -3,762 Closed
GWM
122
Guardian Wealth Management
Illinois
– -$54.4K -495 Closed
CCM
123
Coldstream Capital Management
Washington
– -$30.2K -275 Closed
FFA
124
Founders Financial Alliance
North Carolina
– -$16.7K -152 Closed
AWM
125
AE Wealth Management
Kansas
– -$13.2K -120 Closed
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5