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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

64 hedge funds and large institutions have $104M invested in WisdomTree International AI Enhanced Value Fund in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
24
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$14.9M
2
VKH
2
Virtu KCG Holdings
New York
$1.67M
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$1.16M
4
FBNAT
4
FirstMerit Bank N.A. Trustee
Ohio
$1.83M
5
Wells Fargo
5
Wells Fargo
California
$17.5M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$6.66M
2
Morgan Stanley
2
Morgan Stanley
New York
$11.3M
3
CA
3
Cumberland Advisors
Florida
$0
4
Jane Street
4
Jane Street
New York
$1.15M
5
SC
5
SouthState Corp
Florida
$441K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$584K 13,600 – –
RW
27
Rand Wealth
Maryland
$501K 11,394 – –
OIM
28
Orca Investment Management
Oregon
$483K 11,221 – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$467K 10,868 +23 +0.2%
GIA
30
GHP Investment Advisors
Colorado
$455K 10,579 +10,579 New
SC
31
SouthState Corp
Florida
$441K 10,253 -23,805 -70%
TFA
32
Transamerica Financial Advisors
Florida
$434K 10,085 +769 +8%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$430K 10,000 -5,000 -33%
CAL
34
Capital Advisors Ltd
Ohio
$429K 9,972 +1,310 +15%
OMC
35
Old Mission Capital
Illinois
$410K 9,535 +9,535 New
OIA
36
Optimum Investment Advisors
Illinois
$374K 8,685 -150 -2%
Creative Planning
37
Creative Planning
Kansas
$350K 8,142 -115 -1%
WBG
38
Wharton Business Group
Pennsylvania
$308K 7,157 – –
FAAS
39
First Allied Advisory Services
California
$297K 6,900 -900 -12%
SPC
40
Sigma Planning Corp
Michigan
$289K 6,711 +6,711 New
TWA
41
TCI Wealth Advisors
Arizona
$288K 6,703 – –
CWM
42
Concert Wealth Management
California
$287K 6,601 +294 +5%
EAMA
43
EFG Asset Management (Americas)
Florida
$280K 6,500 +6,500 New
GW
44
GW & Wade
Massachusetts
$256K 5,950 +5,950 New
YMRC
45
Yorktown Management & Research Company
Virginia
$226K 5,250 – –
CS
46
Credit Suisse
Switzerland
$215K 5,000 – –
TRCT
47
Tower Research Capital (TRC)
New York
$98K 2,285 +831 +57%
Barclays
48
Barclays
United Kingdom
$65K 1,500 – –
CFA
49
Carroll Financial Associates
North Carolina
$54K 1,220 – –
MFS
50
MSI Financial Services
Massachusetts
$51K 1,185 – –
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