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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $100M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 11 closing their positions.

Holders
116
Holders Change
-5
Holders Change %
-4.13%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FGWP
1
Founders Grove Wealth Partners
Virginia
$2.68M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.34M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$834K
4
NA
4
Novus Advisors
South Carolina
$397K
5
TRCT
5
Tower Research Capital (TRC)
New York
$747K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$707K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$52.2K
4
LPL Financial
4
LPL Financial
California
$4.12M
5
SFA
5
Sequoia Financial Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.3M 96,774 -1,016 -1%
JIP
2
Jaffetilchin Investment Partners
Florida
$9.42M 88,410 +506 +0.6%
NFW
3
Noble Family Wealth
Florida
$8.7M 81,697 -1,811 -2%
LPL Financial
4
LPL Financial
California
$4.12M 38,703 -3,718 -9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.61M 33,854 +5 +0%
CWM
6
Congress Wealth Management
Massachusetts
$2.88M 27,000 – –
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.81M 26,412 -100 -0.4%
SL
8
Salomon & Ludwin
Virginia
$2.8M 26,333 -972 -4%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.68M 25,114 +25,114 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.63M 24,708 -75 -0.3%
Raymond James Financial
11
Raymond James Financial
Florida
$2.34M 22,002 +22,002 New
HCP
12
Holt Capital Partners
Texas
$2.33M 21,830 -1,900 -8%
WCM
13
WealthBridge Capital Management
Ohio
$2.31M 21,650 -113 -0.5%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$2.19M 20,569 -70 -0.3%
MCM
15
MAI Capital Management
Ohio
$1.88M 17,686 +152 +0.9%
CRC
16
Curi RMB Capital
Illinois
$1.66M 15,630 -1,500 -9%
AWM
17
Apollon Wealth Management
South Carolina
$1.62M 15,223 -12 -0.1%
WIM
18
Westside Investment Management
California
$1.62M 15,163 -927 -6%
WDL
19
Well Done LLC
Michigan
$1.61M 14,474 – –
PFS
20
Prospera Financial Services
Texas
$1.6M 15,023 -346 -2%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.41M 13,257 -323 -2%
BIA
22
Biondo Investment Advisors
Pennsylvania
$1.37M 12,908 -170 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.24M 11,664 +400 +4%
FHB
24
First Hawaiian Bank
Hawaii
$1.11M 10,439 – –
Wells Fargo
25
Wells Fargo
California
$940K 8,821 -256 -3%
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