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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
RCI
2
RS Crum Inc
California
$721K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.67M
4
FWM
4
Fingerlakes Wealth Management
New York
$398K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$369K

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 Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.6M 104,631 -1,651 -2%
JIP
2
Jaffetilchin Investment Partners
Florida
$8.37M 82,793 – –
Bank of America
3
Bank of America
North Carolina
$7.89M 77,977 -1,618 -2%
SL
4
Salomon & Ludwin
Virginia
$7.36M 72,777 -1,101 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.77M 57,034 -8,595 -13%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$4.33M 42,828 -232 -0.5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$4.3M 42,490 -329 -0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.85M 38,063 +441 +1%
Wells Fargo
9
Wells Fargo
California
$3.77M 37,261 -925 -2%
GHA
10
GW Henssler & Associates
Georgia
$3.51M 34,712 +2,130 +7%
LPL Financial
11
LPL Financial
California
$3.44M 34,015 -2,494 -7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.02M 29,899 -596 -2%
HCP
13
Holt Capital Partners
Texas
$2.96M 29,300 -1,625 -5%
SPIA
14
Steward Partners Investment Advisory
New York
$2.83M 27,946 -20,536 -42%
WPIC
15
White Pine Investment Company
Michigan
$2.79M 27,544 +572 +2%
CRC
16
Curi RMB Capital
Illinois
$2.7M 26,661 -36 -0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.67M 26,418 +7,015 +36%
CFA
18
Cahill Financial Advisors
Minnesota
$2.23M 22,073 +106 +0.5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.16M 21,355 -4,047 -16%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.12M 20,914 +702 +3%
WCM
21
WealthBridge Capital Management
Ohio
$2.1M 20,714 -1,559 -7%
WDL
22
Well Done LLC
Michigan
$2.06M 20,361 +5 +0%
UBS Group
23
UBS Group
Switzerland
$1.83M 18,058 -13,973 -44%
AWM
24
Apollon Wealth Management
South Carolina
$1.77M 17,464 +17,464 New
NFG
25
Nadler Financial Group
Illinois
$1.77M 17,455 -750 -4%
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