AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

141 hedge funds and large institutions have $141M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 46 reducing their positions, and 6 closing their positions.

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
34
Reduced
46
Closed
6
Calls
$405K
Puts
–
Net Calls
+$405K
Net Calls Change
-$328K

Top Buyers

1
AWM
1
Apollon Wealth Management
South Carolina
$1.77M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.67M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.08M
4
GHA
4
GW Henssler & Associates
Georgia
$3.51M
5
M&T Bank
5
M&T Bank
New York
$210K

Top Sellers

1
SPIA
1
Steward Partners Investment Advisory
New York
$2.83M
2
Ameriprise
2
Ameriprise
Minnesota
$1.76M
3
FTUS
3
Flow Traders U.S.
New York
$769K
4
UBS Group
4
UBS Group
Switzerland
$1.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$25K – – –
TSW
127
Thompson Siegel & Walmsley
Virginia
$24K – – –
RDIA
128
RE Dickinson Investment Advisors
Iowa
$24K +$24K +234 New
AF
129
Advisornet Financial
Minnesota
$21K – – –
AWM
130
Atticus Wealth Management
Florida
$20K +$20K +200 New
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$18K +$11.1K +110 +159%
POIA
132
Pin Oak Investment Advisors
Texas
$15K – – –
FFA
133
Founders Financial Alliance
North Carolina
$15K +$15K +152 New
WWM
134
Wolff Wiese Magana
California
$13K – – –
Citigroup
135
Citigroup
New York
$10K – – –
SCA
136
Snowden Capital Advisors
New York
$6K +$6K +68 New
GI
137
Gradient Investments
Minnesota
$2K – – –
AHIA
138
Andrew Hill Investment Advisors
Florida
$2K +$2K +28 New
WIM
139
Westside Investment Management
California
$1.96K +$74 +731 +4%
IHWM
140
Iron Horse Wealth Management
Iowa
$1K – – –
FGAM
141
Financial Gravity Asset Management
Texas
$734 -$29 -296 -4%
Goldman Sachs
142
Goldman Sachs
New York
– -$839K -8,923 Closed
BOS
143
Bingham Osborn & Scarborough
California
– -$369K -3,924 Closed
S
144
SignatureFD
Georgia
– -$81K -859 Closed
JCM
145
Jacobi Capital Management
Pennsylvania
– -$63K -667 Closed
APWA
146
Atlas Private Wealth Advisors
New Jersey
– -$17K -184 Closed
Barclays
147
Barclays
United Kingdom
– -$3K -28 Closed
2 3 4 5
6