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WisdomTree US AI Enhanced Value Fund

115 hedge funds and large institutions have $99.1M 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
115
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
SPIA
101
Steward Partners Investment Advisory
New York
$37.3K
RDFA
102
Ritter Daniher Financial Advisory
Ohio
$35.1K
JFA
103
JNBA Financial Advisors
Minnesota
$33.9K
AF
104
Allworth Financial
California
$33.1K
NSIM
105
North Star Investment Management
Illinois
$32.9K
HFS
106
Hughes Financial Services
Virginia
$29.1K
IAIM
107
International Assets Investment Management
Florida
$26.4K
QWM
108
Quaker Wealth Management
New Jersey
$26K
CIAS
109
Capital Investment Advisory Services
North Carolina
$20.7K
DWS
110
Dynamic Wealth Strategies
California
$13.5K
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$10K
GEA
112
Glen Eagle Advisors
New Jersey
$7.36K
WP
113
WealthShield Partners
North Carolina
$6.71K
MIM
114
MTM Investment Management
South Carolina
$5.75K
AWM
115
AE Wealth Management
Kansas
$4.17K
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
VA
117
VestGen Advisors
Illinois
TRCT
118
Tower Research Capital (TRC)
New York
SP
119
Sequent Planning
Nebraska
BJL
120
Brighton Jones LLC
Washington
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
S
122
SignatureFD
Georgia
FFA
123
Founders Financial Alliance
North Carolina
PS
124
Principal Securities
Iowa
AAS
125
Ameritas Advisory Services
Nebraska