AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

125 hedge funds and large institutions have $96.6M invested in WisdomTree US AI Enhanced Value Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 41 reducing their positions, and 6 closing their positions.

Holders
125
Holders Change
+4
Holders Change %
+3.31%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
41
Closed
6
Calls
$569K
Puts
$468K
Net Calls
+$101K
Net Calls Change
+$280K

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$2.57M
2
PVAMC
2
PPS&V Asset Management Consultants
Michigan
$450K
3
AM
3
AGF Management
Ontario, Canada
$407K
4
PFS
4
Prospera Financial Services
Texas
$1.55M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.73M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.09M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.71M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.3M
4
FAIM
4
Financial Advocates Investment Management
Washington
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$487K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.45M 92,027 -188 -0.2%
JIP
2
Jaffetilchin Investment Partners
Florida
$7.74M 84,345 +584 +0.7%
SL
3
Salomon & Ludwin
Virginia
$6.1M 66,482 -112 -0.2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.84M 52,694 -1,418 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.71M 40,390 -10,774 -21%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$3M 32,635 -43 -0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.99M 32,530 +2,328 +8%
LPL Financial
8
LPL Financial
California
$2.79M 30,426 -1,121 -4%
HCP
9
Holt Capital Partners
Texas
$2.57M 27,975 +21,125 +308%
WPIC
10
White Pine Investment Company
Michigan
$2.3M 25,093 +426 +2%
CRC
11
Curi RMB Capital
Illinois
$2.18M 23,709 -177 -0.7%
Citadel Advisors
12
Citadel Advisors
Florida
$2.09M 22,741 -21,756 -49%
CFA
13
Cahill Financial Advisors
Minnesota
$1.98M 21,555 -75 -0.3%
WCM
14
WealthBridge Capital Management
Ohio
$1.97M 21,503 -8 -0%
WDL
15
Well Done LLC
Michigan
$1.79M 19,546 -148 -0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.73M 18,797 +3,722 +25%
PFS
17
Prospera Financial Services
Texas
$1.55M 16,851 +3,742 +29%
TCPWM
18
Traverso Chambers Private Wealth Management
California
$1.51M 16,477 +5 +0%
AWM
19
Apollon Wealth Management
South Carolina
$1.42M 15,483 -50 -0.3%
Wells Fargo
20
Wells Fargo
California
$1.38M 15,067 -1,476 -9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.3M 14,159 -8,795 -38%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.26M 13,683 +21 +0.2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.25M 13,574 -1,458 -10%
CPO
24
Cerity Partners OCIO
New York
$1.16M 12,601 -58 -0.5%
NFG
25
Nadler Financial Group
Illinois
$1.04M 11,345 -920 -8%
1
2 3 4 5