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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.74%
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

Top Buyers

1
MCM
1
MAI Capital Management
Ohio
$1.85M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.65M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$936K
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$635K
5
WA
5
Waverly Advisors
Alabama
$573K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.5M
2
SL
2
Salomon & Ludwin
Virginia
$5.68M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
CFA
4
Cahill Financial Advisors
Minnesota
$665K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.5M 103,060 -56,702 -35%
JIP
2
Jaffetilchin Investment Partners
Florida
$8.85M 86,942 +427 +0.5%
NFW
3
Noble Family Wealth
Florida
$8.56M 84,105 -375 -0.4%
SL
4
Salomon & Ludwin
Virginia
$5.68M 55,766 -7,828 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.39M 43,145 -3,118 -7%
LPL Financial
6
LPL Financial
California
$3.2M 31,402 -918 -3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.14M 30,807 -579 -2%
CWM
8
Congress Wealth Management
Massachusetts
$2.75M 27,000 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.56M 25,106 -966 -4%
HCP
10
Holt Capital Partners
Texas
$2.42M 23,730 – –
WCM
11
WealthBridge Capital Management
Ohio
$2.19M 21,531 +826 +4%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$2.13M 20,953 -2,541 -11%
WPIC
13
White Pine Investment Company
Michigan
$2.06M 20,241 -117 -0.6%
MCM
14
MAI Capital Management
Ohio
$1.85M 18,167 +18,167 New
WIM
15
Westside Investment Management
California
$1.77M 17,428 -504 -3%
CRC
16
Curi RMB Capital
Illinois
$1.74M 17,130 -1,918 -10%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.65M 16,166 +7,990 +98%
WDL
18
Well Done LLC
Michigan
$1.59M 15,660 -2,629 -14%
AWM
19
Apollon Wealth Management
South Carolina
$1.58M 15,571 -15 -0.1%
PFS
20
Prospera Financial Services
Texas
$1.5M 14,783 -1,597 -10%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.42M 13,903 -644 -4%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$1.38M 13,572 -186 -1%
Wells Fargo
23
Wells Fargo
California
$1.25M 12,275 +380 +3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.23M 12,089 +2,570 +27%
BIA
25
Biondo Investment Advisors
Pennsylvania
$1.22M 12,033 +1,030 +9%
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