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WisdomTree US AI Enhanced Value Fund

114 hedge funds and large institutions have $98.7M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
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
RDFA
101
Ritter Daniher Financial Advisory
Ohio
$35.1K
JFA
102
JNBA Financial Advisors
Minnesota
$33.9K
AF
103
Allworth Financial
California
$33.1K
NSIM
104
North Star Investment Management
Illinois
$32.9K
HFS
105
Hughes Financial Services
Virginia
$29.1K
IAIM
106
International Assets Investment Management
Florida
$26.4K
QWM
107
Quaker Wealth Management
New Jersey
$26K
CIAS
108
Capital Investment Advisory Services
North Carolina
$20.7K
DWS
109
Dynamic Wealth Strategies
California
$13.5K
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$10K
GEA
111
Glen Eagle Advisors
New Jersey
$7.36K
WP
112
WealthShield Partners
North Carolina
$6.71K
MIM
113
MTM Investment Management
South Carolina
$5.75K
AWM
114
AE Wealth Management
Kansas
$4.17K
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
VA
116
VestGen Advisors
Illinois
TRCT
117
Tower Research Capital (TRC)
New York
SP
118
Sequent Planning
Nebraska
BJL
119
Brighton Jones LLC
Washington
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
S
121
SignatureFD
Georgia
FFA
122
Founders Financial Alliance
North Carolina
PS
123
Principal Securities
Iowa
AAS
124
Ameritas Advisory Services
Nebraska