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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $94M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
19
Reduced
47
Closed
8
Calls
$302K
Puts
$522K
Net Calls
-$220K
Net Calls Change
-$321K

Top Buyers

1
NFW
1
Noble Family Wealth
Florida
$7.76M
2
AFO
2
Arrowroot Family Office
California
$259K
3
Creative Planning
3
Creative Planning
Kansas
$223K
4
SWM
4
Spire Wealth Management
Virginia
$450K
5
WPIC
5
White Pine Investment Company
Michigan
$2.41M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$671K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.61M
4
Wells Fargo
4
Wells Fargo
California
$1.01M
5
LPL Financial
5
LPL Financial
California
$2.46M
Name Market Value Shares Shares
Change 		Shares
Change %
JIP
1
Jaffetilchin Investment Partners
Florida
$7.77M 84,750 +405 +0.5%
NFW
2
Noble Family Wealth
Florida
$7.76M 84,643 +84,643 New
Morgan Stanley
3
Morgan Stanley
New York
$7.61M 82,988 -9,039 -10%
SL
4
Salomon & Ludwin
Virginia
$6.06M 66,144 -338 -0.5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.73M 40,645 +255 +0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.91M 31,796 -734 -2%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$2.89M 31,533 -1,102 -3%
HCP
8
Holt Capital Partners
Texas
$2.56M 27,975 – –
LPL Financial
9
LPL Financial
California
$2.46M 26,862 -3,564 -12%
WPIC
10
White Pine Investment Company
Michigan
$2.41M 26,290 +1,197 +5%
CRC
11
Curi RMB Capital
Illinois
$2.17M 23,709 – –
WCM
12
WealthBridge Capital Management
Ohio
$1.98M 21,581 +78 +0.4%
CFA
13
Cahill Financial Advisors
Minnesota
$1.93M 21,071 -484 -2%
WDL
14
Well Done LLC
Michigan
$1.78M 19,367 -179 -0.9%
WIM
15
Westside Investment Management
California
$1.74M 18,969 -678 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.69M 18,405 -392 -2%
PFS
17
Prospera Financial Services
Texas
$1.53M 16,737 -114 -0.7%
TCPWM
18
Traverso Chambers Private Wealth Management
California
$1.51M 16,481 +4 +0%
AWM
19
Apollon Wealth Management
South Carolina
$1.41M 15,423 -60 -0.4%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.26M 13,697 +14 +0.1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.2M 13,039 -535 -4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.02M 11,128 +8 +0.1%
Wells Fargo
23
Wells Fargo
California
$1.01M 11,036 -4,031 -27%
FHB
24
First Hawaiian Bank
Hawaii
$957K 10,439 – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$884K 9,647 +1,115 +13%
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