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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $94M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
47
Closed
8
Calls
$302K
Puts
$522K
Net Calls
-$220K
Net Calls Change
-$321K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$223K
2
SWM
2
Spire Wealth Management
Virginia
$450K
3
WPIC
3
White Pine Investment Company
Michigan
$2.41M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$884K
5
Bank of America
5
Bank of America
North Carolina
$94.2K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$671K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.61M
4
Wells Fargo
4
Wells Fargo
California
$1.01M
5
LPL Financial
5
LPL Financial
California
$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
126
Romano Brothers & Co
Illinois
– -$18.4K -200 Closed
FFA
127
Founders Financial Alliance
North Carolina
– -$14K -152 Closed
2 3 4 5
6