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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

59 hedge funds and large institutions have $133M invested in WisdomTree International AI Enhanced Value Fund in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$28M
2
Morgan Stanley
2
Morgan Stanley
New York
$26.7M
3
CA
3
Cumberland Advisors
Florida
$3.21M
4
WT
4
Wilmington Trust
Delaware
$1.75M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.87M

Top Sellers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$3.84M
2
Jane Street
2
Jane Street
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$1.02M
4
VKH
4
Virtu KCG Holdings
New York
$0
5
LPL Financial
5
LPL Financial
California
$6.33M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
1
Pinnacle Advisory Group
Maryland
$28M 553,466 +553,466 New
Morgan Stanley
2
Morgan Stanley
New York
$26.7M 527,032 +254,222 +93%
Wells Fargo
3
Wells Fargo
California
$16.7M 328,688 +6,280 +2%
Bank of America
4
Bank of America
North Carolina
$10.1M 199,354 +2,375 +1%
LPL Financial
5
LPL Financial
California
$6.33M 124,929 -9,394 -7%
JWM
6
Jacobus Wealth Management
Wisconsin
$3.84M 75,715 -73,125 -49%
U
7
UBS
Switzerland
$3.23M 63,750 +3,474 +6%
CA
8
Cumberland Advisors
Florida
$3.21M 63,310 +63,310 New
OIM
9
Orca Investment Management
Oregon
$2.86M 56,511 +9,228 +20%
FBT
10
Founders Bank & Trust
Michigan
$2.49M 49,098 – –
PGFC
11
Peapack-Gladstone Financial Corp
New Jersey
$2.37M 46,700 -160 -0.3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.27M 44,871 +508 +1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.87M 36,931 +15,413 +72%
SC
14
SouthState Corp
Florida
$1.81M 35,695 -4,200 -11%
SFG
15
SNS Financial Group
Minnesota
$1.77M 34,949 +6,479 +23%
WT
16
Wilmington Trust
Delaware
$1.75M 34,624 +22,624 +189%
TCOV
17
Trust Company of Vermont
Vermont
$1.65M 32,471 +6,388 +24%
FBNAT
18
FirstMerit Bank N.A. Trustee
Ohio
$1.63M 32,166 -8,317 -21%
TCM
19
Telos Capital Management
California
$1.08M 21,337 +1,735 +9%
Goldman Sachs
20
Goldman Sachs
New York
$1.02M 20,117 -11,456 -36%
Ameriprise
21
Ameriprise
Minnesota
$938K 18,793 +1,328 +8%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$929K 18,331 +704 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$927K 18,278 +1,706 +10%
Citigroup
24
Citigroup
New York
$866K 17,084 -627 -4%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$760K 15,000 -350 -2%
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