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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

125 hedge funds and large institutions have $95.7M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
45
Closed
13
Calls
$719K
Puts
$559K
Net Calls
+$160K
Net Calls Change
-$930K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.07M
2
ACM
2
Altrius Capital Management
North Carolina
$855K
3
GAM
3
Garrison Asset Management
Arkansas
$829K
4
Cerity Partners
4
Cerity Partners
New York
$348K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.45M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$42K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
SPIA
3
Steward Partners Investment Advisory
New York
$13K
4
PFS
4
Prospera Financial Services
Texas
$819K
5
CAN
5
Cetera Advisor Networks
California
$931K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.32M 93,713 -3,383 -3%
JIP
2
Jaffetilchin Investment Partners
Florida
$7.38M 83,188 +395 +0.5%
SL
3
Salomon & Ludwin
Virginia
$5.99M 67,514 -1,757 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.85M 54,683 -1,998 -4%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$3.55M 40,047 +1,071 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.91M 32,795 -1,027 -3%
LPL Financial
7
LPL Financial
California
$2.89M 32,520 +187 +0.6%
HCP
8
Holt Capital Partners
Texas
$2.49M 28,050 -1,250 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.45M 27,599 +2,984 +12%
CRC
10
Curi RMB Capital
Illinois
$2.37M 26,661 – –
WPIC
11
White Pine Investment Company
Michigan
$2.17M 24,468 -3,213 -12%
CFA
12
Cahill Financial Advisors
Minnesota
$1.95M 21,955 +53 +0.2%
WCM
13
WealthBridge Capital Management
Ohio
$1.91M 21,511 +807 +4%
WDL
14
Well Done LLC
Michigan
$1.74M 19,600 +2 +0%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.63M 18,359 -2,345 -11%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.53M 17,212 -1,582 -8%
TCPWM
17
Traverso Chambers Private Wealth Management
California
$1.46M 16,467 +4 +0%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.45M 16,368 -1,565 -9%
NFG
19
Nadler Financial Group
Illinois
$1.44M 16,265 -610 -4%
Wells Fargo
20
Wells Fargo
California
$1.44M 16,192 -777 -5%
AWM
21
Apollon Wealth Management
South Carolina
$1.4M 15,815 -325 -2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.21M 13,643 +57 +0.4%
CPO
23
Cerity Partners OCIO
New York
$1.14M 12,798 -57 -0.4%
Ameriprise
24
Ameriprise
Minnesota
$1.1M 12,441 -5,669 -31%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.07M 12,001 +12,001 New
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