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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 hedge funds and large institutions have $105M invested in WisdomTree US AI Enhanced Value Fund in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 45 reducing their positions, and 5 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
13
Reduced
45
Closed
5
Calls
$547K
Puts
$873K
Net Calls
-$326K
Net Calls Change
+$234K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.3M
2
FFN
2
Focus Financial Network
Minnesota
$773K
3
RSWA
3
Robinson Smith Wealth Advisors
Maine
$764K
4
AC
4
Apella Capital
Connecticut
$438K
5
Stifel Financial
5
Stifel Financial
Missouri
$227K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$656K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$784K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.44M
4
CFA
4
Cahill Financial Advisors
Minnesota
$1.28M
5
HCP
5
Holt Capital Partners
Texas
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.3M 159,762 +79,897 +100%
JIP
2
Jaffetilchin Investment Partners
Florida
$8.3M 86,515 +555 +0.6%
NFW
3
Noble Family Wealth
Florida
$8.1M 84,480 -75 -0.1%
SL
4
Salomon & Ludwin
Virginia
$5.66M 63,594 – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.44M 46,263 -6,363 -12%
LPL Financial
6
LPL Financial
California
$3.1M 32,320 -1,054 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.01M 31,386 -1,780 -5%
CWM
8
Congress Wealth Management
Massachusetts
$2.59M 27,000 -941 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.5M 26,072 -1,801 -6%
HCP
10
Holt Capital Partners
Texas
$2.28M 23,730 -4,245 -15%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$2.25M 23,494 -2,165 -8%
WCM
12
WealthBridge Capital Management
Ohio
$1.99M 20,705 -230 -1%
WPIC
13
White Pine Investment Company
Michigan
$1.95M 20,358 -117 -0.6%
CRC
14
Curi RMB Capital
Illinois
$1.83M 19,048 -300 -2%
WDL
15
Well Done LLC
Michigan
$1.75M 18,289 +4 +0%
WIM
16
Westside Investment Management
California
$1.72M 17,932 -293 -2%
PFS
17
Prospera Financial Services
Texas
$1.57M 16,380 -12 -0.1%
TCPWM
18
Traverso Chambers Private Wealth Management
California
$1.57M 16,326 -165 -1%
AWM
19
Apollon Wealth Management
South Carolina
$1.49M 15,586 +142 +0.9%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.4M 14,547 -3,435 -19%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.32M 13,758 +20 +0.1%
CFA
22
Cahill Financial Advisors
Minnesota
$1.28M 13,369 -4,673 -26%
Wells Fargo
23
Wells Fargo
California
$1.14M 11,895 +887 +8%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.08M 11,257 -257 -2%
BIA
25
Biondo Investment Advisors
Pennsylvania
$1.06M 11,003 +1,210 +12%
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