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WisdomTree US AI Enhanced Value Fund

117 hedge funds and large institutions have $99.8M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 116117 (+1)

0.3% less ownership

Funds ownership: 26.58%26.28% (-0.3%)

4% less capital invested

Capital invested by funds: $104M → $99.8M (-$4.28M)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
101
Bank of America
North Carolina
$38.3K +$38K +333 New
AFG
102
Albion Financial Group
Utah
$37.4K -$6.27K -55 -14%
SPIA
103
Steward Partners Investment Advisory
New York
$37.3K
RDFA
104
Ritter Daniher Financial Advisory
Ohio
$35.1K +$34.8K +305 New
JFA
105
JNBA Financial Advisors
Minnesota
$33.9K
AF
106
Allworth Financial
California
$33.1K
NSIM
107
North Star Investment Management
Illinois
$32.9K
HFS
108
Hughes Financial Services
Virginia
$29.1K
IAIM
109
International Assets Investment Management
Florida
$26.4K +$26.2K +230 New
QWM
110
Quaker Wealth Management
New Jersey
$26K
CIAS
111
Capital Investment Advisory Services
North Carolina
$20.7K
DWS
112
Dynamic Wealth Strategies
California
$13.5K
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$10K
GEA
114
Glen Eagle Advisors
New Jersey
$7.36K -$22.8K -200 -76%
WP
115
WealthShield Partners
North Carolina
$6.71K
MIM
116
MTM Investment Management
South Carolina
$5.75K
AWM
117
AE Wealth Management
Kansas
$4.17K +$4.1K +36 New
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
-$809K -7,080 Closed
VA
119
VestGen Advisors
Illinois
-$408K -3,566 Closed
TRCT
120
Tower Research Capital (TRC)
New York
-$335K -2,929 Closed
SP
121
Sequent Planning
Nebraska
-$214K -1,872 Closed
BJL
122
Brighton Jones LLC
Washington
-$212K -1,853 Closed
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
-$91.4K -800 Closed
S
124
SignatureFD
Georgia
-$56.4K -494 Closed
FFA
125
Founders Financial Alliance
North Carolina
-$17.4K -152 Closed