AIVL icon

WisdomTree US AI Enhanced Value Fund

114 hedge funds and large institutions have $98.7M invested in WisdomTree US AI Enhanced Value Fund in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
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
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$10.3M
NFW
2
Noble Family Wealth
Florida
$10.2M
Morgan Stanley
3
Morgan Stanley
New York
$9.14M
LPL Financial
4
LPL Financial
California
$5.54M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.11M
Osaic Holdings
6
Osaic Holdings
Arizona
$3.56M
SL
7
Salomon & Ludwin
Virginia
$2.97M
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.96M
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.83M
WCM
10
WealthBridge Capital Management
Ohio
$2.42M
Raymond James Financial
11
Raymond James Financial
Florida
$2.33M
MCM
12
MAI Capital Management
Ohio
$1.88M
AWM
13
Apollon Wealth Management
South Carolina
$1.63M
BIA
14
Biondo Investment Advisors
Pennsylvania
$1.54M
HCP
15
Holt Capital Partners
Texas
$1.54M
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.52M
WDL
17
Well Done LLC
Michigan
$1.51M
CRC
18
Curi RMB Capital
Illinois
$1.4M
GRP
19
Global Retirement Partners
California
$1.39M
PFS
20
Prospera Financial Services
Texas
$1.26M
Wells Fargo
21
Wells Fargo
California
$1.19M
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$927K
Cerity Partners
23
Cerity Partners
New York
$917K
RSWA
24
Robinson Smith Wealth Advisors
Maine
$876K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$866K