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WisdomTree US AI Enhanced Value Fund

121 hedge funds and large institutions have $104M invested in WisdomTree US AI Enhanced Value Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

3% more funds holding

Funds holding: 117121 (+4)

1.63% more ownership

Funds ownership: 26.28%27.91% (+1.6%)

4% more capital invested

Capital invested by funds: $99.8M → $104M (+$4.49M)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

Holders
121
Holders Change
+4
Holders Change %
+3.42%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
35
Closed
7
Calls
$891K
Puts
Net Calls
+$891K
Net Calls Change
+$891K
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1
Jaffetilchin Investment Partners
Florida
$10.4M +$33K +277 +0.3%
NFW
2
Noble Family Wealth
Florida
$10.2M -$89.4K -750 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$9.34M +$154K +1,294 +2%
LPL Financial
4
LPL Financial
California
$5.87M +$307K +2,575 +5%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.57M -$7.87K -66 -0.2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.23M +$258K +2,168 +8%
SL
7
Salomon & Ludwin
Virginia
$2.97M -$25.6K -215 -0.8%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.87M -$1.31M -10,967 -31%
FGWP
9
Founders Grove Wealth Partners
Virginia
$2.72M -$129K -1,086 -4%
WCM
10
WealthBridge Capital Management
Ohio
$2.44M +$358 +3 +0%
WIM
11
Westside Investment Management
California
$2.43M +$2.46M +20,605 +5,887%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.24M +$1.8M +15,115 +358%
Raymond James Financial
13
Raymond James Financial
Florida
$2.15M -$202K -1,692 -8%
MCM
14
MAI Capital Management
Ohio
$1.88M -$9.78K -82 -0.5%
BIA
15
Biondo Investment Advisors
Pennsylvania
$1.58M +$25.6K +215 +2%
WDL
16
Well Done LLC
Michigan
$1.54M +$25.3K +212 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$1.53M +$5.6K +47 +0.4%
HCP
18
Holt Capital Partners
Texas
$1.38M -$179K -1,500 -11%
CRC
19
Curi RMB Capital
Illinois
$1.35M -$60.8K -510 -4%
AWM
20
Apollon Wealth Management
South Carolina
$1.34M -$308K -2,583 -18%
Wells Fargo
21
Wells Fargo
California
$1.28M +$80.6K +676 +7%
PFS
22
Prospera Financial Services
Texas
$1.22M -$48.2K -404 -4%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$992K +$61K +512 +6%
Cerity Partners
24
Cerity Partners
New York
$894K -$29.6K -248 -3%
VA
25
VestGen Advisors
Illinois
$886K +$850K +7,132 New