WisdomTree US AI Enhanced Value Fund
AIVL
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.
4% more call options, than puts
Call options by funds: $253K | Put options by funds: $243K
2% more capital invested
Capital invested by funds: $94M → $96.3M (+$2.27M)
0.65% less ownership
Funds ownership: 24.98% → 24.33% (-0.65%)
5% less funds holding
Funds holding: 119 → 113 (-6)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
50% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$1.11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$864K |
| 3 |
AGC
Aspen Grove Capital
Avon,
Colorado
|
+$751K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$521K |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$519K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.53M |
| 2 |
GAM
Garrison Asset Management
Fayetteville,
Arkansas
|
-$841K |
| 3 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
-$756K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$704K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$510K |
AIVL Hedge Fund Activity: Q2 2023 in Review
113 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2023, worth a combined $96.3M — up 2.4% from $94M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of AIVL and 8 opened new positions — a net loss of 5 holders — while 40 trimmed existing stakes and 20 added.
The largest buyer was Cerity Partners, opening a new position worth an estimated $1.11M. The largest seller was Royal Bank of Canada, cutting an estimated $1.53M.
- 113 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2023, down from 119 in Q1 2023.
- Funds reported $96.3M of WisdomTree US AI Enhanced Value Fund stock for Q2 2023, up 2.4% quarter-over-quarter.
- 8 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2023 and 13 closed out, a net change of -5 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q2 2023 was Cerity Partners, an estimated $1.11M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q2 2023 was Royal Bank of Canada, an estimated $1.53M sold.
Based on aggregated 13F filings for Q2 2023.