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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

113 hedge funds and large institutions have $96.3M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
113
Holders Change
-6
Holders Change %
-5.04%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
40
Closed
13
Calls
$253K
Puts
$243K
Net Calls
+$10K
Net Calls Change
+$230K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.14M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.57M
3
AGC
3
Aspen Grove Capital
Colorado
$772K
4
NA
4
NewEdge Advisors
Louisiana
$623K
5
CAM
5
Cresset Asset Management
Illinois
$533K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.24M
2
GAM
2
Garrison Asset Management
Arkansas
$0
3
TYCC
3
Texas Yale Capital Corp
Florida
$0
4
US Bancorp
4
US Bancorp
Minnesota
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$2.43M
Name Market Value Shares Shares
Change 		Shares
Change %
JIP
1
Jaffetilchin Investment Partners
Florida
$7.98M 85,267 +517 +0.6%
NFW
2
Noble Family Wealth
Florida
$7.91M 84,555 -88 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$7.52M 80,441 -2,547 -3%
SL
4
Salomon & Ludwin
Virginia
$6.04M 64,525 -1,619 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.09M 54,448 -1,582 -3%
LPL Financial
6
LPL Financial
California
$2.86M 30,577 +3,715 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.82M 30,181 -1,615 -5%
HCP
8
Holt Capital Partners
Texas
$2.62M 27,975 – –
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$2.43M 25,936 -5,597 -18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.24M 23,889 -16,756 -41%
WPIC
11
White Pine Investment Company
Michigan
$2.12M 22,680 -3,610 -14%
CRC
12
Curi RMB Capital
Illinois
$2.11M 22,579 -1,130 -5%
WCM
13
WealthBridge Capital Management
Ohio
$2.06M 21,998 +417 +2%
CFA
14
Cahill Financial Advisors
Minnesota
$1.87M 20,014 -1,057 -5%
WDL
15
Well Done LLC
Michigan
$1.81M 19,340 -27 -0.1%
WIM
16
Westside Investment Management
California
$1.7M 18,121 -848 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.66M 17,723 -682 -4%
PFS
18
Prospera Financial Services
Texas
$1.59M 16,986 +249 +1%
Citadel Advisors
19
Citadel Advisors
Florida
$1.57M 16,811 +9,490 +130%
TCPWM
20
Traverso Chambers Private Wealth Management
California
$1.54M 16,485 +4 +0%
AWM
21
Apollon Wealth Management
South Carolina
$1.45M 15,478 +55 +0.4%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.28M 13,715 +18 +0.1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.2M 12,839 -200 -2%
Cerity Partners
24
Cerity Partners
New York
$1.14M 12,240 +12,240 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.08M 11,500 +372 +3%
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