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WisdomTree US AI Enhanced Value Fund

121 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

3% more funds holding

Funds holding: 117121 (+4)

1.63% more ownership

Funds ownership: 26.28%27.91% (+1.6%)

4% more capital invested

Capital invested by funds: $99.8M → $104M (+$4.49M)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
35
Closed
7
Calls
$891K
Puts
Net Calls
+$891K
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
101
Beacon Investment Advisory Services
New Jersey
$47.2K +$48.6K +408 New
SGFG
102
Silver Grove Financial Group
New York
$46.1K +$47.4K +398 New
AWM
103
AE Wealth Management
Kansas
$43.4K +$40.4K +339 +942%
1IA
104
1620 Investment Advisors
Massachusetts
$43.4K -$1.19K -10 -3%
GWS
105
Glassman Wealth Services
Virginia
$41.3K
AIM
106
Anchor Investment Management
South Carolina
$41K +$119 +1 +0.3%
AFG
107
Albion Financial Group
Utah
$37K -$596 -5 -2%
ACM
108
Anfield Capital Management
California
$35.8K +$36.8K +309 New
RDFA
109
Ritter Daniher Financial Advisory
Ohio
$35.4K +$119 +1 +0.3%
NSIM
110
North Star Investment Management
Illinois
$33.1K
AF
111
Allworth Financial
California
$32.7K -$596 -5 -2%
HFS
112
Hughes Financial Services
Virginia
$29.3K
QWM
113
Quaker Wealth Management
New Jersey
$26.2K
FFA
114
Founders Financial Alliance
North Carolina
$17.6K +$18.1K +152 New
Russell Investments Group
115
Russell Investments Group
United Kingdom
$15.5K +$16K +134 New
DWS
116
Dynamic Wealth Strategies
California
$13.5K
Simplex Trading
117
Simplex Trading
Illinois
$11.8K +$12.2K +102 New
GEA
118
Glen Eagle Advisors
New Jersey
$7.41K
WP
119
WealthShield Partners
North Carolina
$6.75K
IAIM
120
International Assets Investment Management
Florida
$6.02K -$21.2K -178 -77%
MIM
121
MTM Investment Management
South Carolina
$5.79K
AC
122
Avant Capital
Louisiana
-$233K -2,026 Closed
MCM
123
Mengis Capital Management
Oregon
-$206K -1,795 Closed
AWM
124
Axxcess Wealth Management
California
-$203K -1,763 Closed
PIS
125
POM Investment Strategies
North Carolina
-$39.1K -340 Closed