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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

44 hedge funds and large institutions have $62.6M invested in WisdomTree International AI Enhanced Value Fund in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
12
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
X
Xponance
Pennsylvania
+$8.48M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.46M
3
Jane Street
Jane Street
New York
+$2.17M
4
RJA
Raymond James & Associates
Florida
+$481K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$374K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.63M
2
LPL Financial
LPL Financial
California
-$750K
3
UBS Group
UBS Group
Switzerland
-$373K
4
ONB
Old National Bancorp
Indiana
-$341K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$183K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$210K +$210K +5,094 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$102K +$164 +4 +0.2%
CAL
28
Capital Advisors Ltd
Ohio
$94K -$100K -2,429 -52%
PO
29
Private Ocean
California
$79K – – –
ESB
30
Essex Savings Bank
Connecticut
$74K – – –
GWM
31
Geneos Wealth Management
Colorado
$43K – – –
FANJ
32
Financial Architects (New Jersey)
New Jersey
$35K +$35K +851 New
FHA
33
Flagship Harbor Advisors
Massachusetts
$28K – – –
TWA
34
TCI Wealth Advisors
Arizona
$21K – – –
GRP
35
Global Retirement Partners
California
$19K – – –
AG
36
Advisor Group
Arizona
$17K -$6.25K -149 -27%
Citigroup
37
Citigroup
New York
$12K – – –
CA
38
Crewe Advisors
Utah
$10K +$10K +246 New
ASN
39
Advisory Services Network
Georgia
$9K +$40 +1 +0.5%
FRA
40
Front Row Advisors
California
$6K – – –
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.12K – – –
ADL
42
Asset Dedication LLC
California
$4K +$38 +1 +1%
CFGS
43
Concourse Financial Group Securities
Alabama
$3K – – –
WDL
44
Well Done LLC
Michigan
– -$74K -1,960 Closed
CC
45
Claybrook Capital
Massachusetts
– -$74K -1,960 Closed
AIC
46
Ameritas Investment Company
Nebraska
– -$28K -750 Closed
IA
47
IFP Advisors
Florida
– -$16K -430 Closed
TFA
48
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
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