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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

119 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.

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
41
Closed
6
Calls
–
Puts
$25K
Net Calls
-$25K
Net Calls Change
-$25K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.93M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.16M
4
AFM
4
Armstrong Fleming & Moore
District of Columbia
$413K
5
WIM
5
Westside Investment Management
California
$2.07M

Top Sellers

1
FHB
1
First Hawaiian Bank
Hawaii
$0
2
HCP
2
Holt Capital Partners
Texas
$1.98M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$328K
4
FAM
4
Flaharty Asset Management
Florida
$45.9K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$597K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.4M 94,840 -1,934 -2%
JIP
2
Jaffetilchin Investment Partners
Florida
$9.74M 88,698 +288 +0.3%
NFW
3
Noble Family Wealth
Florida
$8.95M 81,502 -195 -0.2%
LPL Financial
4
LPL Financial
California
$4.4M 40,073 +1,370 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.16M 37,900 +4,046 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.93M 35,823 +9,411 +36%
CWM
7
Congress Wealth Management
Massachusetts
$2.96M 27,000 – –
SL
8
Salomon & Ludwin
Virginia
$2.88M 26,259 -74 -0.3%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.73M 24,861 -253 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.48M 22,566 -2,142 -9%
Raymond James Financial
11
Raymond James Financial
Florida
$2.39M 21,729 -273 -1%
WCM
12
WealthBridge Capital Management
Ohio
$2.37M 21,554 -96 -0.4%
WIM
13
Westside Investment Management
California
$2.07M 18,883 +3,720 +25%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$2.02M 18,413 -2,156 -10%
HCP
15
Holt Capital Partners
Texas
$1.98M 18,030 -3,800 -17%
MCM
16
MAI Capital Management
Ohio
$1.82M 16,571 -1,115 -6%
CRC
17
Curi RMB Capital
Illinois
$1.67M 15,195 -435 -3%
AWM
18
Apollon Wealth Management
South Carolina
$1.64M 14,968 -255 -2%
WDL
19
Well Done LLC
Michigan
$1.5M 14,099 -375 -3%
PFS
20
Prospera Financial Services
Texas
$1.47M 13,377 -1,646 -11%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.46M 13,258 +1 +0%
BIA
22
Biondo Investment Advisors
Pennsylvania
$1.4M 12,733 -175 -1%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.25M 11,411 -253 -2%
Citadel Advisors
24
Citadel Advisors
Florida
$1.15M 10,498 +10,498 New
Wells Fargo
25
Wells Fargo
California
$972K 8,852 +31 +0.4%
1
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