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WisdomTree US AI Enhanced Value Fund

121 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
121
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
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$55.4K
1IA
102
1620 Investment Advisors
Massachusetts
$48.6K
FAM
103
Flaharty Asset Management
Florida
$47.3K
AFG
104
Albion Financial Group
Utah
$43K
MYIA
105
Mount Yale Investment Advisors
Colorado
$40.9K
GWS
106
Glassman Wealth Services
Virginia
$40.4K
PIS
107
POM Investment Strategies
North Carolina
$38.4K
SPIA
108
Steward Partners Investment Advisory
New York
$36.6K
JFA
109
JNBA Financial Advisors
Minnesota
$33.4K
AF
110
Allworth Financial
California
$32.6K
NSIM
111
North Star Investment Management
Illinois
$32.3K
HFS
112
Hughes Financial Services
Virginia
$28.3K
QWM
113
Quaker Wealth Management
New Jersey
$25.6K
AWM
114
Atticus Wealth Management
Florida
$22.6K
CIAS
115
Capital Investment Advisory Services
North Carolina
$20.4K
WTFG
116
Wood Tarver Financial Group
Idaho
$15K
DWS
117
Dynamic Wealth Strategies
California
$13.2K
GEA
118
Glen Eagle Advisors
New Jersey
$11.3K
POIA
119
Pin Oak Investment Advisors
Texas
$8K
WP
120
WealthShield Partners
North Carolina
$6.59K
MIM
121
MTM Investment Management
South Carolina
$5.65K
AFM
122
Armstrong Fleming & Moore
District of Columbia
GWM
123
Guardian Wealth Management
Illinois
CCM
124
Coldstream Capital Management
Washington
FFA
125
Founders Financial Alliance
North Carolina