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WisdomTree US AI Enhanced Value Fund

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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

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

Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$25K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.4M
JIP
2
Jaffetilchin Investment Partners
Florida
$9.74M
NFW
3
Noble Family Wealth
Florida
$8.95M
LPL Financial
4
LPL Financial
California
$4.4M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.16M
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.93M
CWM
7
Congress Wealth Management
Massachusetts
$2.96M
SL
8
Salomon & Ludwin
Virginia
$2.88M
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.73M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.48M
Raymond James Financial
11
Raymond James Financial
Florida
$2.39M
WCM
12
WealthBridge Capital Management
Ohio
$2.37M
WIM
13
Westside Investment Management
California
$2.07M
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$2.02M
HCP
15
Holt Capital Partners
Texas
$1.98M
MCM
16
MAI Capital Management
Ohio
$1.82M
CRC
17
Curi RMB Capital
Illinois
$1.67M
AWM
18
Apollon Wealth Management
South Carolina
$1.64M
WDL
19
Well Done LLC
Michigan
$1.5M
PFS
20
Prospera Financial Services
Texas
$1.47M
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$1.46M
BIA
22
Biondo Investment Advisors
Pennsylvania
$1.4M
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.25M
Citadel Advisors
24
Citadel Advisors
Florida
$1.15M
Wells Fargo
25
Wells Fargo
California
$972K