WisdomTree US AI Enhanced Value Fund
AIVL
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.
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: 113 → 111 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$2.62M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.16M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$869K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$695K |
| 5 |
BFG
Bouchey Financial Group
Troy,
New York
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$557K |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$533K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$303K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$242K |
| 5 |
Cerity Partners
New York
|
-$222K |
AIVL Hedge Fund Activity: Q3 2023 in Review
111 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q3 2023, worth a combined $94.5M — down 1.8% from $96.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of AIVL and 6 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 28 added.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $2.62M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $557K sold.
- 111 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q3 2023, down from 113 in Q2 2023.
- Funds reported $94.5M of WisdomTree US AI Enhanced Value Fund stock for Q3 2023, down 1.8% quarter-over-quarter.
- 6 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q3 2023 and 8 closed out, a net change of -2 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q3 2023 was Congress Wealth Management, an estimated $2.62M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q3 2023 was Flow Traders U.S., an estimated $557K sold.
Based on aggregated 13F filings for Q3 2023.