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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

61 hedge funds and large institutions have $132M invested in WisdomTree International AI Enhanced Value Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
19
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$4.75M
2
Wells Fargo
2
Wells Fargo
California
$18.2M
3
M&T Bank
3
M&T Bank
New York
$1.63M
4
Bank of America
4
Bank of America
North Carolina
$10.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.1M

Top Sellers

1
OIM
1
Orca Investment Management
Oregon
$525K
2
Morgan Stanley
2
Morgan Stanley
New York
$23.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$738K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$240K
5
FBNAT
5
FirstMerit Bank N.A. Trustee
Ohio
$927K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$642K -$22.5K -480 -3%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$636K +$636K +13,600 New
CPC
28
Cookson Peirce & Co
Pennsylvania
$537K -$1.87K -40 -0.3%
RW
29
Rand Wealth
Maryland
$533K – – –
IPC
30
Independent Portfolio Consultants
Florida
$530K +$530K +11,335 New
OIM
31
Orca Investment Management
Oregon
$525K -$2.12M -45,290 -80%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$508K -$351K -7,486 -41%
TFA
33
Transamerica Financial Advisors
Florida
$436K +$35.6K +761 +9%
OIA
34
Optimum Investment Advisors
Illinois
$413K – – –
CAL
35
Capital Advisors Ltd
Ohio
$405K +$32.6K +698 +9%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$396K +$5.8K +124 +1%
Creative Planning
37
Creative Planning
Kansas
$386K -$134K -2,859 -26%
FAAS
38
First Allied Advisory Services
California
$363K – – –
VKH
39
Virtu KCG Holdings
New York
$363K +$363K +7,757 New
WBG
40
Wharton Business Group
Pennsylvania
$335K -$7.49K -160 -2%
TWA
41
TCI Wealth Advisors
Arizona
$314K – – –
CWM
42
Concert Wealth Management
California
$295K -$44.7K -956 -13%
YMRC
43
Yorktown Management & Research Company
Virginia
$246K +$30.5K +650 +14%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$240K -$615K -13,149 -72%
CS
45
Credit Suisse
Switzerland
$234K – – –
PAG
46
Private Advisor Group
New Jersey
$139K -$54K -1,156 -28%
Barclays
47
Barclays
United Kingdom
$69K -$27.6K -600 -29%
TRCT
48
Tower Research Capital (TRC)
New York
$68K +$54.6K +1,167 +407%
CFA
49
Carroll Financial Associates
North Carolina
$56K – – –
MFS
50
MSI Financial Services
Massachusetts
$55K +$4.46K +96 +9%
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