WisdomTree US AI Enhanced Value Fund
AIVL
120 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 41 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
3% more funds holding
Funds holding: 117 → 120 (+3)
3% more capital invested
Capital invested by funds: $101M → $104M (+$3.49M)
0.51% more ownership
Funds ownership: 26.35% → 26.86% (+0.51%)
51% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 41
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $25K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.15M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.03M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$444K |
| 4 |
AFM
Armstrong Fleming & Moore
Washington,
District of Columbia
|
+$413K |
| 5 |
WIM
Westside Investment Management
Santa Monica,
California
|
+$409K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
-$1.11M |
| 2 |
HCP
Holt Capital Partners
Fort Worth,
Texas
|
-$417K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$401K |
| 4 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
-$261K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$240K |
AIVL Hedge Fund Activity: Q1 2025 in Review
120 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q1 2025, worth a combined $104M — up 3.5% from $101M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new AIVL positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 41 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.15M. The largest seller was First Hawaiian Bank, exiting entirely with an estimated $1.11M sold.
- 120 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q1 2025, up from 117 in Q4 2024.
- Funds reported $104M of WisdomTree US AI Enhanced Value Fund stock for Q1 2025, up 3.5% quarter-over-quarter.
- 9 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q1 2025 and 6 closed out, a net change of +3 holders.
- The largest WisdomTree US AI Enhanced Value Fund buyer in Q1 2025 was Citadel Advisors, an estimated $1.15M added.
- The largest WisdomTree US AI Enhanced Value Fund seller in Q1 2025 was First Hawaiian Bank, an estimated $1.11M sold.
Based on aggregated 13F filings for Q1 2025.