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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

49 hedge funds and large institutions have $63.6M invested in WisdomTree International AI Enhanced Value Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$3.75M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.06M
3
SG Americas Securities
3
SG Americas Securities
New York
$2.21M
4
UBS Group
4
UBS Group
Switzerland
$4.42M
5
OMC
5
Old Mission Capital
Illinois
$525K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$381K
2
LPL Financial
2
LPL Financial
California
$2.45M
3
GIA
3
GHP Investment Advisors
Colorado
$602K
4
CWM
4
Concert Wealth Management
California
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$243K +$36.6K +897 +18%
SPC
27
Sigma Planning Corp
Michigan
$241K +$8.37K +205 +4%
CCG
28
Chatham Capital Group
Georgia
$226K – – –
IFWM
29
Institute for Wealth Management
Colorado
$224K +$224K +5,560 New
GW
30
GW & Wade
Massachusetts
$215K – – –
CAL
31
Capital Advisors Ltd
Ohio
$154K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$145K -$3.87K -95 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$80K – – –
TWA
34
TCI Wealth Advisors
Arizona
$79K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$51K +$51K +1,259 New
GWM
36
Geneos Wealth Management
Colorado
$49K -$17.9K -441 -27%
AG
37
Advisor Group
Arizona
$46K +$34.2K +839 +288%
HNB
38
Huntington National Bank
Ohio
$41K – – –
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$21K – – –
WIM
40
Westside Investment Management
California
$20.3K – – –
GRP
41
Global Retirement Partners
California
$19K – – –
IA
42
IFP Advisors
Florida
$16K +$279 +7 +2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$10K – – –
NFG
44
Next Financial Group
Texas
$9K – – –
ASN
45
Advisory Services Network
Georgia
$9K +$4.02K +97 +81%
SIAP
46
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K – – –
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.08K – – –
TFA
48
Transamerica Financial Advisors
Florida
$1K – – –
APSP
49
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$1K +35 New
CWM
50
Concert Wealth Management
California
– -$239K -6,434 Closed
1
2
3