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WisdomTree US AI Enhanced Value Fund

117 hedge funds and large institutions have $99.8M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 116117 (+1)

0.3% less ownership

Funds ownership: 26.58%26.28% (-0.3%)

4% less capital invested

Capital invested by funds: $104M → $99.8M (-$4.28M)

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
22
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$10.3M +$48.8K +428 +0.5%
NFW
2
Noble Family Wealth
Florida
$10.2M -$24.7K -217 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$9.14M -$114K -1,004 -1%
LPL Financial
4
LPL Financial
California
$5.54M +$825K +7,237 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.11M -$419K -3,674 -9%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.56M +$16.4K +144 +0.5%
SL
7
Salomon & Ludwin
Virginia
$2.97M -$29.3K -257 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.96M -$552K -4,843 -16%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.83M -$18K -158 -0.6%
WCM
10
WealthBridge Capital Management
Ohio
$2.42M -$1.94K -17 -0.1%
Raymond James Financial
11
Raymond James Financial
Florida
$2.33M -$28.6K -251 -1%
MCM
12
MAI Capital Management
Ohio
$1.88M -$9.92K -87 -0.5%
AWM
13
Apollon Wealth Management
South Carolina
$1.63M -$18.5K -162 -1%
BIA
14
Biondo Investment Advisors
Pennsylvania
$1.54M +$84.3K +740 +6%
HCP
15
Holt Capital Partners
Texas
$1.54M +$695K +6,100 +84%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.52M
WDL
17
Well Done LLC
Michigan
$1.51M -$23.8K -209 -2%
CRC
18
Curi RMB Capital
Illinois
$1.4M
GRP
19
Global Retirement Partners
California
$1.39M
PFS
20
Prospera Financial Services
Texas
$1.26M -$69.3K -608 -5%
Wells Fargo
21
Wells Fargo
California
$1.19M +$18.2K +160 +2%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$927K +$78.8K +691 +9%
Cerity Partners
23
Cerity Partners
New York
$917K +$29K +254 +3%
RSWA
24
Robinson Smith Wealth Advisors
Maine
$876K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$866K -$443K -3,883 -34%