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WisdomTree US AI Enhanced Value Fund
AIVL

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

8% more funds holding

Funds holding: 130 → 141 (+11)

2% more capital invested

Capital invested by funds: $137M → $141M (+$3.4M)

0.07% more ownership

Funds ownership: 26.03% → 26.1% (+0.07%)

26% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 46

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
2.17%
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

Rank Fund Capital Flow
1
AWM
Apollon Wealth Management
South Carolina
+$1.7M
2
Osaic Holdings
Osaic Holdings
Arizona
+$684K
3
Citadel Advisors
Citadel Advisors
Florida
+$276K
4
GHA
GW Henssler & Associates
Georgia
+$208K
5
M&T Bank
M&T Bank
New York
+$203K

Top Sellers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
-$2M
2
Ameriprise
Ameriprise
Minnesota
-$1.99M
3
FTUS
Flow Traders U.S.
New York
-$1.46M
4
UBS Group
UBS Group
Switzerland
-$1.36M
5
Goldman Sachs
Goldman Sachs
New York
-$839K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$25K – – –
TSW
127
Thompson Siegel & Walmsley
Virginia
$24K – – –
RDIA
128
RE Dickinson Investment Advisors
Iowa
$24K +$22.8K +234 New
AF
129
Advisornet Financial
Minnesota
$21K – – –
AWM
130
Atticus Wealth Management
Florida
$20K +$19.5K +200 New
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$18K +$10.7K +110 +159%
POIA
132
Pin Oak Investment Advisors
Texas
$15K – – –
FFA
133
Founders Financial Alliance
North Carolina
$15K +$14.8K +152 New
WWM
134
Wolff Wiese Magana
California
$13K – – –
Citigroup
135
Citigroup
New York
$10K – – –
SCA
136
Snowden Capital Advisors
New York
$6K +$6.63K +68 New
GI
137
Gradient Investments
Minnesota
$2K – – –
AHIA
138
Andrew Hill Investment Advisors
Florida
$2K +$2.73K +28 New
WIM
139
Westside Investment Management
California
$1.96K +$71.3K +731 +4%
IHWM
140
Iron Horse Wealth Management
Iowa
$1K – – –
FGAM
141
Financial Gravity Asset Management
Texas
$734 -$28.9K -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

AIVL Hedge Fund Activity: Q4 2021 in Review

141 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2021, worth a combined $141M — up 2.5% from $137M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new AIVL positions and 6 closed out — a net gain of 12 holders — while 34 added to existing stakes and 46 trimmed.

The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $1.7M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $2M.

  • 141 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2021, up from 130 in Q3 2021.
  • Funds reported $141M of WisdomTree US AI Enhanced Value Fund stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 18 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2021 and 6 closed out, a net change of +12 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2021 was Apollon Wealth Management, an estimated $1.7M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2021 was Steward Partners Investment Advisory, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2021.