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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
111
Holders Change
-2
Holders Change %
-1.77%
% of All Funds
1.77%
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

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$2.49M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.06M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.95M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.16M
5
BFG
5
Bouchey Financial Group
New York
$253K

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
CAM
2
Cresset Asset Management
Illinois
$0
3
CRC
3
Curi RMB Capital
Illinois
$1.72M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$912K
5
Cerity Partners
5
Cerity Partners
New York
$878K
Name Market Value Shares Shares
Change 		Shares
Change %
JIP
1
Jaffetilchin Investment Partners
Florida
$7.65M 85,960 +693 +0.8%
NFW
2
Noble Family Wealth
Florida
$7.52M 84,555 – –
Morgan Stanley
3
Morgan Stanley
New York
$7.1M 79,865 -576 -0.7%
SL
4
Salomon & Ludwin
Virginia
$5.66M 63,594 -931 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.68M 52,626 -1,822 -3%
LPL Financial
6
LPL Financial
California
$2.97M 33,374 +2,797 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.95M 33,166 +9,277 +39%
HCP
8
Holt Capital Partners
Texas
$2.49M 27,975 – –
CWM
9
Congress Wealth Management
Massachusetts
$2.49M 27,941 +27,941 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.48M 27,873 -2,308 -8%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$2.28M 25,659 -277 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$2.16M 24,235 +7,424 +44%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.06M 23,118 +23,118 New
WCM
14
WealthBridge Capital Management
Ohio
$1.86M 20,935 -1,063 -5%
WPIC
15
White Pine Investment Company
Michigan
$1.82M 20,475 -2,205 -10%
CRC
16
Curi RMB Capital
Illinois
$1.72M 19,348 -3,231 -14%
WDL
17
Well Done LLC
Michigan
$1.63M 18,285 -1,055 -5%
WIM
18
Westside Investment Management
California
$1.62M 18,225 +104 +0.6%
CFA
19
Cahill Financial Advisors
Minnesota
$1.61M 18,042 -1,972 -10%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.6M 17,982 +259 +1%
TCPWM
21
Traverso Chambers Private Wealth Management
California
$1.47M 16,491 +6 +0%
PFS
22
Prospera Financial Services
Texas
$1.46M 16,392 -594 -3%
AWM
23
Apollon Wealth Management
South Carolina
$1.37M 15,444 -34 -0.2%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.22M 13,738 +23 +0.2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.02M 11,514 +14 +0.1%
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