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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

131 hedge funds and large institutions have $113M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 48 reducing their positions, and 13 closing their positions.

Holders
131
Holders Change
-10
Holders Change %
-7.09%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
48
Closed
13
Calls
$1.09M
Puts
–
Net Calls
+$1.09M
Net Calls Change
+$685K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.19M
2
TRCT
2
Tower Research Capital (TRC)
New York
$855K
3
RBC
3
Roble Belko & Company
Pennsylvania
$379K
4
Ameriprise
4
Ameriprise
Minnesota
$1.8M
5
S
5
SignatureFD
Georgia
$49K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.53M
2
GHA
2
GW Henssler & Associates
Georgia
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.86M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Wells Fargo
5
Wells Fargo
California
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.62M 97,096 -7,535 -7%
JIP
2
Jaffetilchin Investment Partners
Florida
$7.67M 82,793 – –
SL
3
Salomon & Ludwin
Virginia
$6.86M 69,271 -3,506 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.61M 56,681 -353 -0.6%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.86M 38,976 -3,852 -9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.35M 33,822 -4,241 -11%
LPL Financial
7
LPL Financial
California
$3.2M 32,333 -1,682 -5%
HCP
8
Holt Capital Partners
Texas
$2.9M 29,300 – –
WPIC
9
White Pine Investment Company
Michigan
$2.74M 27,681 +137 +0.5%
CRC
10
Curi RMB Capital
Illinois
$2.64M 26,661 – –
Bank of America
11
Bank of America
North Carolina
$2.53M 25,489 -52,488 -67%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.44M 24,615 -5,284 -18%
Citadel Advisors
13
Citadel Advisors
Florida
$2.19M 22,072 +11,382 +106%
CFA
14
Cahill Financial Advisors
Minnesota
$2.17M 21,902 -171 -0.8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.05M 20,704 -210 -1%
WCM
16
WealthBridge Capital Management
Ohio
$2.05M 20,704 -10 -0%
WDL
17
Well Done LLC
Michigan
$1.94M 19,598 -763 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.86M 18,794 -23,696 -56%
Ameriprise
19
Ameriprise
Minnesota
$1.8M 18,110 +671 +4%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.75M 17,933 -8,485 -32%
Wells Fargo
21
Wells Fargo
California
$1.68M 16,969 -20,292 -54%
CAN
22
Cetera Advisor Networks
California
$1.68M 16,915 +100 +0.6%
NFG
23
Nadler Financial Group
Illinois
$1.67M 16,875 -580 -3%
TCPWM
24
Traverso Chambers Private Wealth Management
California
$1.63M 16,463 +2 +0%
AWM
25
Apollon Wealth Management
South Carolina
$1.6M 16,140 -1,324 -8%
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