WisdomTree US AI Enhanced Value Fund
AIVL
140 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, 45 reducing their positions, and 6 closing their positions.
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
8% more funds holding
Funds holding: 130 → 140 (+10)
2% more capital invested
Capital invested by funds: $137M → $141M (+$3.39M)
0.07% less ownership
Funds ownership: 26.03% → 25.96% (-0.07%)
24% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$684K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$276K |
| 4 |
GHA
GW Henssler & Associates
Kennesaw,
Georgia
|
+$208K |
| 5 |
M&T Bank
Buffalo,
New York
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.99M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.46M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.36M |
| 5 |
Goldman Sachs
New York
|
-$839K |
AIVL Hedge Fund Activity: Q4 2021 in Review
140 of the 6,518 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 45 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.
- 140 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.