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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

120 hedge funds and large institutions have $101M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+1
Holders Change %
+0.84%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
35
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NFW
Noble Family Wealth
Florida
$10.1M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$706K
3
UBS Group
UBS Group
Switzerland
$511K
4
CRC
Curi RMB Capital
Illinois
$2.12M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
$258K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.32M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$766K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.33M
4
HCP
Holt Capital Partners
Texas
$825K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
1
Jaffetilchin Investment Partners
Florida
$10.1M +$41.6K +368 +0.4%
NFW
2
Noble Family Wealth
Florida
$10.1M +$852K +7,540 +9%
Morgan Stanley
3
Morgan Stanley
New York
$8.32M -$2.4M -21,252 -22%
LPL Financial
4
LPL Financial
California
$4.58M +$53.1K +470 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.59M -$700K -6,192 -16%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.18M -$870K -7,691 -21%
CWM
7
Congress Wealth Management
Massachusetts
$3.05M – – –
SL
8
Salomon & Ludwin
Virginia
$2.97M -$16.2K -143 -0.5%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.8M -$8.03K -71 -0.3%
WCM
10
WealthBridge Capital Management
Ohio
$2.44M +$4.52K +40 +0.2%
WIM
11
Westside Investment Management
California
$2.35M +$210K +1,860 +10%
Raymond James Financial
12
Raymond James Financial
Florida
$2.29M -$164K -1,447 -7%
CRC
13
Curi RMB Capital
Illinois
$2.12M +$402K +3,555 +23%
MCM
14
MAI Capital Management
Ohio
$1.87M – – –
AWM
15
Apollon Wealth Management
South Carolina
$1.65M -$45.9K -406 -3%
WDL
16
Well Done LLC
Michigan
$1.51M -$79.7K -705 -5%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.49M -$6.78K -60 -0.5%
BIA
18
Biondo Investment Advisors
Pennsylvania
$1.44M +$1.13K +10 +0.1%
GRP
19
Global Retirement Partners
California
$1.37M +$1.37M +12,118 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.33M -$1.22M -10,793 -48%
PFS
21
Prospera Financial Services
Texas
$1.31M -$201K -1,779 -13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.29M – – –
Wells Fargo
23
Wells Fargo
California
$1.15M +$148K +1,309 +15%
IFWM
24
Institute for Wealth Management
Colorado
$890K -$100K -887 -10%
Cerity Partners
25
Cerity Partners
New York
$875K -$11.6K -103 -1%
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