WisdomTree US AI Enhanced Value Fund
AIVL
117 hedge funds and large institutions have $101M invested in WisdomTree US AI Enhanced Value Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 35 reducing their positions, and 11 closing their positions.
0.13% more ownership
Funds ownership: 26.22% → 26.35% (+0.13%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
3% less funds holding
Funds holding: 121 → 117 (-4)
6% less capital invested
Capital invested by funds: $107M → $101M (-$5.96M)
43% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$658K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$325K |
| 3 |
MA
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
+$257K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$198K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 3 |
JP Morgan Chase
New York
|
-$443K |
| 4 |
LPL Financial
San Diego,
California
|
-$412K |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$345K |
AIVL Hedge Fund Activity: Q4 2024 in Review
117 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2024, worth a combined $101M — down 5.6% from $107M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of AIVL and 10 opened new positions — a net loss of 1 holder — while 35 trimmed existing stakes and 20 added.
The largest buyer was Focus Partners Wealth, adding an estimated $658K. The largest seller was Susquehanna International Group, cutting an estimated $1.74M.
- 117 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2024, down from 121 in Q3 2024.
- Funds reported $101M of WisdomTree US AI Enhanced Value Fund stock for Q4 2024, down 5.6% quarter-over-quarter.
- 10 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2024 and 11 closed out, a net change of -1 holder.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2024 was Focus Partners Wealth, an estimated $658K added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2024 was Susquehanna International Group, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2024.