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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

121 hedge funds and large institutions have $88.3M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
121
Holders Change
-4
Holders Change %
-3.2%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
26
Reduced
44
Closed
8
Calls
$343K
Puts
$522K
Net Calls
-$179K
Net Calls Change
-$339K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.63M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.18M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.87M
4
FAIM
4
Financial Advocates Investment Management
Washington
$683K
5
PFS
5
Prospera Financial Services
Texas
$1.07M

Top Sellers

1
HCP
1
Holt Capital Partners
Texas
$559K
2
Ameriprise
2
Ameriprise
Minnesota
$0
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$748K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.67M
5
Cerity Partners
5
Cerity Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.53M 92,215 -1,498 -2%
JIP
2
Jaffetilchin Investment Partners
Florida
$6.84M 83,761 +573 +0.7%
SL
3
Salomon & Ludwin
Virginia
$5.44M 66,594 -920 -1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.42M 54,112 -571 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.18M 51,164 +23,565 +85%
Citadel Advisors
6
Citadel Advisors
Florida
$3.63M 44,497 +44,497 New
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$2.67M 32,678 -7,369 -18%
LPL Financial
8
LPL Financial
California
$2.58M 31,547 -973 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.47M 30,202 -2,593 -8%
WPIC
10
White Pine Investment Company
Michigan
$2.01M 24,667 +199 +0.8%
CRC
11
Curi RMB Capital
Illinois
$1.95M 23,886 -2,775 -10%
WCM
12
WealthBridge Capital Management
Ohio
$1.91M 21,511 – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.87M 22,954 +10,953 +91%
CFA
14
Cahill Financial Advisors
Minnesota
$1.77M 21,630 -325 -1%
WDL
15
Well Done LLC
Michigan
$1.61M 19,694 +94 +0.5%
Wells Fargo
16
Wells Fargo
California
$1.35M 16,543 +351 +2%
TCPWM
17
Traverso Chambers Private Wealth Management
California
$1.35M 16,472 +5 +0%
AWM
18
Apollon Wealth Management
South Carolina
$1.27M 15,533 -282 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.23M 15,075 -1,293 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.23M 15,032 -2,180 -13%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.12M 13,662 +19 +0.1%
PFS
22
Prospera Financial Services
Texas
$1.07M 13,109 +3,887 +42%
CPO
23
Cerity Partners OCIO
New York
$1.03M 12,659 -139 -1%
NFG
24
Nadler Financial Group
Illinois
$1M 12,265 -4,000 -25%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$939K 11,509 -2 -0%
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