WisdomTree US AI Enhanced Value Fund
AIVL
119 hedge funds and large institutions have $97.2M 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.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
7% more funds holding
Funds holding: 111 → 119 (+8)
1.07% more ownership
Funds ownership: 25.92% → 26.99% (+1.1%)
3% more capital invested
Capital invested by funds: $94.5M → $97.2M (+$2.62M)
37% less call options, than puts
Call options by funds: $547K | Put options by funds: $873K
71% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$725K |
| 2 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$414K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$212K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$199K |
| 5 |
AAM
Augustine Asset Management
Jacksonville,
Florida
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.56M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.34M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$572K |
| 4 |
CFA
Cahill Financial Advisors
Edina,
Minnesota
|
-$420K |
| 5 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
-$382K |
AIVL Hedge Fund Activity: Q4 2023 in Review
119 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2023, worth a combined $97.2M — up 2.8% from $94.5M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new AIVL positions and 5 closed out — a net gain of 8 holders — while 13 added to existing stakes and 45 trimmed.
The largest buyer was Focus Financial Network, opening a new position worth an estimated $725K. The largest seller was Citadel Advisors, cutting an estimated $1.56M.
- 119 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2023, up from 111 in Q3 2023.
- Funds reported $97.2M of WisdomTree US AI Enhanced Value Fund stock for Q4 2023, up 2.8% quarter-over-quarter.
- 13 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2023 and 5 closed out, a net change of +8 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2023 was Focus Financial Network, an estimated $725K added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2023 was Citadel Advisors, an estimated $1.56M sold.
Based on aggregated 13F filings for Q4 2023.