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WisdomTree US AI Enhanced Value Fund

120 hedge funds and large institutions have $105M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

1% more funds holding

Funds holding: 119120 (+1)

0% more capital invested

Capital invested by funds: $105M → $105M (+$494K)

2% less ownership

Funds ownership: 29.02%27.02% (-2%)

54% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 39

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
39
Closed
6
Calls
$478K
Puts
Net Calls
+$478K
Net Calls Change
+$804K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.5M -$5.51M -56,702 -35%
JIP
2
Jaffetilchin Investment Partners
Florida
$8.85M +$41.5K +427 +0.5%
NFW
3
Noble Family Wealth
Florida
$8.56M -$36.4K -375 -0.4%
SL
4
Salomon & Ludwin
Virginia
$5.68M -$760K -7,828 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.39M -$303K -3,118 -7%
LPL Financial
6
LPL Financial
California
$3.2M -$89.2K -918 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.14M -$56.2K -579 -2%
CWM
8
Congress Wealth Management
Massachusetts
$2.75M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.56M -$93.8K -966 -4%
HCP
10
Holt Capital Partners
Texas
$2.42M
WCM
11
WealthBridge Capital Management
Ohio
$2.19M +$80.2K +826 +4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$2.13M -$247K -2,541 -11%
WPIC
13
White Pine Investment Company
Michigan
$2.06M -$11.4K -117 -0.6%
MCM
14
MAI Capital Management
Ohio
$1.85M +$1.76M +18,167 New
WIM
15
Westside Investment Management
California
$1.77M -$49K -504 -3%
CRC
16
Curi RMB Capital
Illinois
$1.74M -$186K -1,918 -10%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.65M +$776K +7,990 +98%
WDL
18
Well Done LLC
Michigan
$1.59M -$255K -2,629 -14%
AWM
19
Apollon Wealth Management
South Carolina
$1.58M -$1.46K -15 -0.1%
PFS
20
Prospera Financial Services
Texas
$1.5M -$155K -1,597 -10%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.42M -$62.6K -644 -4%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.38M -$18.1K -186 -1%
Wells Fargo
23
Wells Fargo
California
$1.25M +$36.9K +380 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.23M +$250K +2,570 +27%
BIA
25
Biondo Investment Advisors
Pennsylvania
$1.22M +$100K +1,030 +9%