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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

51 hedge funds and large institutions have $68M invested in WisdomTree International AI Enhanced Value Fund in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
14
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.89M
2
Wells Fargo
2
Wells Fargo
California
$17M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$575K
4
CRC
4
Curi RMB Capital
Illinois
$377K
5
FMBTD
5
First Midwest Bank Trust Division
Illinois
$636K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$5.62M
4
PGFC
4
Peapack-Gladstone Financial Corp
New Jersey
$894K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$361K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$328K -$2.86K -66 -0.9%
SPC
27
Sigma Planning Corp
Michigan
$259K -$1.09K -25 -0.4%
CCG
28
Chatham Capital Group
Georgia
$241K – – –
IFWM
29
Institute for Wealth Management
Colorado
$236K +$236K +5,390 New
GW
30
GW & Wade
Massachusetts
$229K – – –
AG
31
Advisor Group
Arizona
$224K +$68.6K +1,583 +44%
Creative Planning
32
Creative Planning
Kansas
$215K – – –
CAL
33
Capital Advisors Ltd
Ohio
$163K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$154K -$605 -14 -0.4%
TWA
35
TCI Wealth Advisors
Arizona
$97K +$13.2K +305 +16%
Citigroup
36
Citigroup
New York
$89K -$33.2K -763 -27%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$86K – – –
FAAS
38
First Allied Advisory Services
California
$65K +$65K +1,500 New
SPIA
39
Steward Partners Investment Advisory
New York
$54K – – –
GWM
40
Geneos Wealth Management
Colorado
$48K -$4K -93 -8%
WIM
41
Westside Investment Management
California
$22.4K – – –
GRP
42
Global Retirement Partners
California
$20K – – –
HNB
43
Huntington National Bank
Ohio
$20K -$19K – –
IA
44
IFP Advisors
Florida
$18K +$132 +3 +0.7%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$15K +$15K +343 New
ASN
46
Advisory Services Network
Georgia
$9K +$41 +1 +0.5%
FRA
47
Front Row Advisors
California
$6K +$6K +147 New
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.34K – – –
WP
49
WealthShield Partners
North Carolina
$3K +$3K +72 New
W
50
WealthShield
North Carolina
$3K +$3K +72 New
1
2
3