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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $92.9M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
-4
Holders Change %
-3.33%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$4.17M
2
RJA
2
Raymond James & Associates
Florida
$995K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.75M
4
KAS
4
Kestra Advisory Services
Texas
$442K
5
CA
5
Clearstead Advisors
Ohio
$97.1K

Top Sellers

1
SL
1
Salomon & Ludwin
Virginia
$3.03M
2
WPIC
2
White Pine Investment Company
Michigan
$286K
3
HCP
3
Holt Capital Partners
Texas
$798K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$325K
5
AC
5
Apella Capital
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.2M 102,062 -998 -1%
JIP
2
Jaffetilchin Investment Partners
Florida
$8.73M 87,444 +502 +0.6%
NFW
3
Noble Family Wealth
Florida
$8.35M 83,631 -474 -0.6%
LPL Financial
4
LPL Financial
California
$4.17M 41,798 +10,396 +33%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.12M 41,230 -1,915 -4%
SL
6
Salomon & Ludwin
Virginia
$3.03M 30,595 -25,171 -45%
CWM
7
Congress Wealth Management
Massachusetts
$2.69M 27,000 – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.66M 26,631 -4,176 -14%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.49M 24,972 -134 -0.5%
WCM
10
WealthBridge Capital Management
Ohio
$2.14M 21,467 -64 -0.3%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$2.08M 20,817 -136 -0.6%
MCM
12
MAI Capital Management
Ohio
$1.81M 18,100 -67 -0.4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.75M 17,532 +1,366 +8%
CRC
14
Curi RMB Capital
Illinois
$1.71M 17,130 – –
WIM
15
Westside Investment Management
California
$1.6M 16,024 -1,404 -8%
AWM
16
Apollon Wealth Management
South Carolina
$1.54M 15,476 -95 -0.6%
PFS
17
Prospera Financial Services
Texas
$1.49M 14,899 +116 +0.8%
WDL
18
Well Done LLC
Michigan
$1.43M 14,373 -1,287 -8%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$1.35M 13,564 -8 -0.1%
BIA
20
Biondo Investment Advisors
Pennsylvania
$1.24M 12,473 +440 +4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.21M 12,089 – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.12M 11,264 – –
FHB
23
First Hawaiian Bank
Hawaii
$1.04M 10,439 – –
Wells Fargo
24
Wells Fargo
California
$1.01M 10,116 -2,159 -18%
RJA
25
Raymond James & Associates
Florida
$995K 9,971 +1,456 +17%
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