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WisdomTree US AI Enhanced Value Fund

111 hedge funds and large institutions have $94.5M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.59% more ownership

Funds ownership: 24.33%25.92% (+1.6%)

2% less capital invested

Capital invested by funds: $96.3M → $94.5M (-$1.74M)

2% less funds holding

Funds holding: 113111 (-2)

22% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 36

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $560K

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
28
Reduced
36
Closed
8
Calls
Puts
$560K
Net Calls
-$560K
Net Calls Change
-$570K
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$7.65M +$64.9K +693 +0.8%
NFW
2
Noble Family Wealth
Florida
$7.52M
Morgan Stanley
3
Morgan Stanley
New York
$7.1M -$53.9K -576 -0.7%
SL
4
Salomon & Ludwin
Virginia
$5.66M -$87.2K -931 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.68M -$171K -1,822 -3%
LPL Financial
6
LPL Financial
California
$2.97M +$262K +2,797 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.95M +$869K +9,277 +39%
HCP
8
Holt Capital Partners
Texas
$2.49M
CWM
9
Congress Wealth Management
Massachusetts
$2.49M +$2.62M +27,941 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.48M -$216K -2,308 -8%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$2.28M -$25.9K -277 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$2.16M +$695K +7,424 +44%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.06M +$2.16M +23,118 New
WCM
14
WealthBridge Capital Management
Ohio
$1.86M -$99.5K -1,063 -5%
WPIC
15
White Pine Investment Company
Michigan
$1.82M -$206K -2,205 -10%
CRC
16
Curi RMB Capital
Illinois
$1.72M -$303K -3,231 -14%
WDL
17
Well Done LLC
Michigan
$1.63M -$98.8K -1,055 -5%
WIM
18
Westside Investment Management
California
$1.62M +$9.74K +104 +0.6%
CFA
19
Cahill Financial Advisors
Minnesota
$1.61M -$185K -1,972 -10%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.6M +$24.3K +259 +1%
TCPWM
21
Traverso Chambers Private Wealth Management
California
$1.47M +$562 +6 +0%
PFS
22
Prospera Financial Services
Texas
$1.46M -$55.6K -594 -3%
AWM
23
Apollon Wealth Management
South Carolina
$1.37M -$3.18K -34 -0.2%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.22M +$2.15K +23 +0.2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.02M +$1.31K +14 +0.1%