AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

121 hedge funds and large institutions have $88.3M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
44
Closed
8
Calls
$343K
Puts
$522K
Net Calls
-$179K
Net Calls Change
-$339K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.63M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.18M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.87M
4
FAIM
4
Financial Advocates Investment Management
Washington
$683K
5
PFS
5
Prospera Financial Services
Texas
$1.07M

Top Sellers

1
HCP
1
Holt Capital Partners
Texas
$559K
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$748K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.67M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
Sculati Wealth Management
Michigan
– -$211K -2,377 Closed
AWM
127
AE Wealth Management
Kansas
– -$203K -2,291 Closed
SWM
128
SeaCrest Wealth Management
New York
– -$38K -425 Closed
GWM
129
Geneos Wealth Management
Colorado
– -$22K -250 Closed
2 3 4 5
6