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WisdomTree International AI Enhanced Value Fund
AIVI

Overview Fund Activity

50 hedge funds and large institutions have $65.7M invested in WisdomTree International AI Enhanced Value Fund in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 5 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
10
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.06M
2
Wells Fargo
2
Wells Fargo
California
$13.5M
3
KCM
3
Karp Capital Management
California
$569K
4
PPA
4
Parametric Portfolio Associates
Washington
$568K
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$571K

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$0
2
Jane Street
2
Jane Street
New York
$3.65M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
LPL Financial
4
LPL Financial
California
$3.64M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$13.5M 361,362 +17,514 +5%
Bank of America
2
Bank of America
North Carolina
$8.2M 219,544 -9,921 -4%
Morgan Stanley
3
Morgan Stanley
New York
$5.6M 149,727 -34,941 -19%
CI
4
Clal Insurance
Israel
$5.23M 138,700 – –
Jane Street
5
Jane Street
New York
$3.65M 97,694 -44,176 -31%
LPL Financial
6
LPL Financial
California
$3.64M 96,825 -37,933 -28%
UBS Group
7
UBS Group
Switzerland
$2.92M 78,073 -1,679 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.28M 61,036 -4,691 -7%
Citadel Advisors
9
Citadel Advisors
Florida
$2.06M 54,986 +54,986 New
TCM
10
Telos Capital Management
California
$1.82M 48,616 +3,504 +8%
Ameriprise
11
Ameriprise
Minnesota
$1.6M 42,981 +1,969 +5%
PGFC
12
Peapack-Gladstone Financial Corp
New Jersey
$1.34M 35,977 -15,945 -31%
GWM
13
Geneos Wealth Management
Colorado
$1.31M 35,184 -6,235 -15%
TCOV
14
Trust Company of Vermont
Vermont
$1.24M 33,256 -115 -0.3%
JWM
15
Jacobus Wealth Management
Wisconsin
$1.14M 30,505 +7,470 +32%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.01M 27,121 -5,788 -18%
ONB
17
Old National Bancorp
Indiana
$919K 24,591 -400 -2%
RJA
18
Raymond James & Associates
Florida
$910K 24,353 +2,164 +10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$632K 16,885 +8,067 +91%
OMC
20
Old Mission Capital
Illinois
$602K 16,099 -16,394 -50%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$571K 15,725 +15,200 +2,895%
KCM
22
Karp Capital Management
California
$569K 15,235 +15,235 New
PPA
23
Parametric Portfolio Associates
Washington
$568K 15,200 +15,200 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$517K 13,835 – –
SB
25
Suntrust Banks
Georgia
$483K 12,930 +12,930 New
1
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