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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

50 hedge funds and large institutions have $65.7M invested in WisdomTree International AI Enhanced Value Fund in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
10
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.06M
2
Wells Fargo
2
Wells Fargo
California
$13.5M
3
KCM
3
Karp Capital Management
California
$569K
4
PPA
4
Parametric Portfolio Associates
Washington
$568K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$571K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
Jane Street
2
Jane Street
New York
$3.65M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
LPL Financial
4
LPL Financial
California
$3.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RW
26
Rand Wealth
Maryland
$341K – – –
VKH
27
Virtu KCG Holdings
New York
$318K +$318K +8,514 New
PAG
28
Pinnacle Advisory Group
Maryland
$299K +$54.6K +1,460 +22%
Creative Planning
29
Creative Planning
Kansas
$297K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$240K +$240K +6,417 New
CWM
31
Concert Wealth Management
California
$239K -$1.67K -45 -0.7%
GIA
32
GHP Investment Advisors
Colorado
$235K -$197K -5,269 -46%
Citigroup
33
Citigroup
New York
$226K -$46.1K -1,236 -17%
SPC
34
Sigma Planning Corp
Michigan
$213K -$13.8K -370 -6%
MFS
35
MSI Financial Services
Massachusetts
$207K -$1.09M -29,247 -84%
CCG
36
Chatham Capital Group
Georgia
$207K +$207K +5,550 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$168K -$76.3K -2,036 -31%
CAL
38
Capital Advisors Ltd
Ohio
$141K – – –
AA
39
Ancora Advisors
Ohio
$75K +$75K +2,000 New
TWA
40
TCI Wealth Advisors
Arizona
$72K -$99.1K -2,661 -58%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$63K – – –
GRP
42
Global Retirement Partners
California
$23K +$23K +613 New
WIM
43
Westside Investment Management
California
$19.1K +$19.1K +500 New
IA
44
IFP Advisors
Florida
$15K +$115 +3 +0.8%
NFG
45
Next Financial Group
Texas
$13K -$5.09K -141 -28%
AG
46
Advisor Group
Arizona
$11K +$2.27K +63 +26%
PG
47
Patten Group
Tennessee
$4K -$2K -50 -33%
SIAP
48
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K +$4K +120 New
TFA
49
Transamerica Financial Advisors
Florida
$1K – – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
– -$1.9M -48,695 Closed
1
2
3