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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

51 hedge funds and large institutions have $64.5M invested in WisdomTree International AI Enhanced Value Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
–
Holders Change %
0%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
13
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$2.91M
2
Jane Street
Jane Street
New York
+$2.1M
3
UBS Group
UBS Group
Switzerland
+$546K
4
XS
XML Securities
Maryland
+$428K
5
Bank of America
Bank of America
North Carolina
+$387K

Top Sellers

1
CI
Clal Insurance
Israel
-$6.02M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.2M
3
TCOV
Trust Company of Vermont
Vermont
-$730K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$575K
5
SB
Suntrust Banks
Georgia
-$561K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$223K -$105K -2,415 -32%
Creative Planning
27
Creative Planning
Kansas
$214K – – –
CAL
28
Capital Advisors Ltd
Ohio
$214K +$50.4K +1,159 +31%
AG
29
Advisor Group
Arizona
$170K -$55K -1,264 -24%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$139K -$14.6K -339 -10%
CCA
31
Clearwater Capital Advisors
Illinois
$100K +$100K +2,312 New
Citigroup
32
Citigroup
New York
$89K – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$86K – – –
WDL
34
Well Done LLC
Michigan
$85K +$85K +1,960 New
TWA
35
TCI Wealth Advisors
Arizona
$84K -$13.3K -305 -14%
PO
36
Private Ocean
California
$83K +$83K +1,925 New
SPIA
37
Steward Partners Investment Advisory
New York
$54K – – –
GWM
38
Geneos Wealth Management
Colorado
$45K -$2.74K -64 -6%
HR
39
Howe & Rusling
New York
$22K +$22K +500 New
WIM
40
Westside Investment Management
California
$21.4K – – –
GRP
41
Global Retirement Partners
California
$20K – – –
IA
42
IFP Advisors
Florida
$18K – – –
ADL
43
Asset Dedication LLC
California
$17K +$17K +390 New
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$15K +$173 +4 +1%
HNB
45
Huntington National Bank
Ohio
$14K -$20K – –
ASN
46
Advisory Services Network
Georgia
$9K +$41 +1 +0.5%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$9K +$9K +214 New
FRA
48
Front Row Advisors
California
$6K – – –
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.34K – – –
WP
50
WealthShield Partners
North Carolina
$3K – – –
1
2
3