WisdomTree US AI Enhanced Value Fund
AIVL
AIVL
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
24% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 33
Holders
121
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
1 | +$1.75M | |
2 | +$1.27M | |
3 | +$537K | |
4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$463K |
5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$260K |
Top Sellers
1 | -$821K | |
2 | -$484K | |
3 | -$475K | |
4 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$366K |
5 |
WPIC
White Pine Investment Company
Livonia,
Michigan
|
-$286K |