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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

121 hedge funds and large institutions have $107M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 5 closing their positions.

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
33
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$2.64M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.27M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.49M
4
PWM
4
Perigon Wealth Management
California
$463K
5
SWM
5
Spire Wealth Management
Virginia
$554K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.77M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$211K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.9M
4
SL
4
Salomon & Ludwin
Virginia
$3.04M
5
WPIC
5
White Pine Investment Company
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.9M 97,790 -4,272 -4%
JIP
2
Jaffetilchin Investment Partners
Florida
$9.78M 87,904 +460 +0.5%
NFW
3
Noble Family Wealth
Florida
$9.29M 83,508 -123 -0.1%
LPL Financial
4
LPL Financial
California
$4.72M 42,421 +623 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.77M 33,849 -7,381 -18%
SL
6
Salomon & Ludwin
Virginia
$3.04M 27,305 -3,290 -11%
CWM
7
Congress Wealth Management
Massachusetts
$3.01M 27,000 – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.95M 26,512 -119 -0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.76M 24,783 -189 -0.8%
HCP
10
Holt Capital Partners
Texas
$2.64M 23,730 +15,730 +197%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.49M 22,361 +4,829 +28%
WCM
12
WealthBridge Capital Management
Ohio
$2.42M 21,763 +296 +1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$2.29M 20,639 -178 -0.9%
MCM
14
MAI Capital Management
Ohio
$1.95M 17,534 -566 -3%
CRC
15
Curi RMB Capital
Illinois
$1.91M 17,130 – –
WIM
16
Westside Investment Management
California
$1.79M 16,090 +66 +0.4%
PFS
17
Prospera Financial Services
Texas
$1.71M 15,369 +470 +3%
AWM
18
Apollon Wealth Management
South Carolina
$1.7M 15,235 -241 -2%
WDL
19
Well Done LLC
Michigan
$1.61M 14,474 +101 +0.7%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.51M 13,580 +16 +0.1%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.48M 13,299 +1,210 +10%
BIA
22
Biondo Investment Advisors
Pennsylvania
$1.46M 13,078 +605 +5%
Citadel Advisors
23
Citadel Advisors
Florida
$1.27M 11,411 +11,411 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.25M 11,264 – –
FHB
25
First Hawaiian Bank
Hawaii
$1.16M 10,439 – –
1
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