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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

57 hedge funds and large institutions have $97.3M invested in WisdomTree International AI Enhanced Value Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
22
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.46M
2
Bank of America
2
Bank of America
North Carolina
$15.4M
3
Wells Fargo
3
Wells Fargo
California
$23.6M
4
Jane Street
4
Jane Street
New York
$1.53M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.76M

Top Sellers

1
PAG
1
Pinnacle Advisory Group
Maryland
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$1.34M
3
JWM
3
Jacobus Wealth Management
Wisconsin
$2.52M
4
OIM
4
Orca Investment Management
Oregon
$284K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$23.6M 553,796 +68,366 +14%
Bank of America
2
Bank of America
North Carolina
$15.4M 361,137 +89,961 +33%
Morgan Stanley
3
Morgan Stanley
New York
$11.4M 267,394 -7,592 -3%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$6.46M 151,827 +151,827 New
LPL Financial
5
LPL Financial
California
$4.64M 111,066 -2,313 -2%
SFG
6
SNS Financial Group
Minnesota
$3.01M 70,618 +6,827 +11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.76M 64,733 +11,599 +22%
UBS Group
8
UBS Group
Switzerland
$2.54M 59,765 +992 +2%
JWM
9
Jacobus Wealth Management
Wisconsin
$2.52M 59,280 -10,815 -15%
PGFC
10
Peapack-Gladstone Financial Corp
New Jersey
$2.03M 47,790 +100 +0.2%
ONB
11
Old National Bancorp
Indiana
$1.95M 45,901 – –
TCOV
12
Trust Company of Vermont
Vermont
$1.61M 37,740 +6,285 +20%
Jane Street
13
Jane Street
New York
$1.53M 36,037 +36,037 New
SCM
14
Summit Capital Management
Washington
$1.51M 35,565 -265 -0.7%
M&T Bank
15
M&T Bank
New York
$1.51M 35,576 +426 +1%
TCM
16
Telos Capital Management
California
$1.43M 33,686 +2,798 +9%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.34M 31,374 -12,845 -29%
Ameriprise
18
Ameriprise
Minnesota
$1.17M 27,642 +1,890 +7%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$1.17M 27,453 +354 +1%
FBNAT
20
FirstMerit Bank N.A. Trustee
Ohio
$1.1M 25,741 -3,764 -13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$829K 19,474 +456 +2%
Citigroup
22
Citigroup
New York
$764K 17,949 +5,876 +49%
RJA
23
Raymond James & Associates
Florida
$623K 14,635 +1,205 +9%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$588K 13,835 +235 +2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$530K 12,462 -448 -3%
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