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WisdomTree US AI Enhanced Value Fund
AIVL

91 hedge funds and large institutions have $284M invested in WisdomTree US AI Enhanced Value Fund in 2013 Q2 according to their latest regulatory filings, with 91 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25.13% more ownership

Funds ownership: 0% → 25.13% (+25%)

Holders
91
Holders Change
+91
Holders Change %
–
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
91
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
26
Virtu Financial
New York
$2.04M +$2.07M +32,814 New
SI
27
SII Investments
Wisconsin
$1.89M +$1.91M +30,362 New
CPO
28
Cerity Partners OCIO
New York
$1.89M +$1.91M +30,272 New
VFS
29
VSR Financial Services
Kansas
$1.6M +$1.62M +25,665 New
CWM
30
Concert Wealth Management
California
$1.58M +$1.6M +25,357 New
HighTower Advisors
31
HighTower Advisors
Illinois
$1.56M +$1.58M +25,098 New
AAS
32
Annex Advisory Services
Wisconsin
$1.36M +$1.37M +21,802 New
SFI
33
SPC Financial Inc
Maryland
$1.32M +$1.34M +21,230 New
GAM
34
Garrison Asset Management
Arkansas
$1.28M +$1.3M +20,634 New
BII
35
Baring International Investment
United Kingdom
$1.16M +$1.17M +18,609 New
GW
36
GW & Wade
Massachusetts
$1.15M +$1.17M +18,536 New
AIG
37
American International Group
New York
$1.11M +$1.13M +17,889 New
MA
38
Montag & Associates
Georgia
$920K +$930K +14,767 New
JMPWA
39
JP Morgan Private Wealth Advisors
California
$901K +$911K +14,470 New
LIA
40
LBMC Investment Advisors
Tennessee
$867K +$876K +13,923 New
SNC
41
Stifel Nicolaus & Co
Missouri
$857K +$867K +13,767 New
Citigroup
42
Citigroup
New York
$846K +$855K +13,589 New
TNBTD
43
Trustmark National Bank Trust Department
Mississippi
$810K +$818K +13,000 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$791K +$800K +12,706 New
VC
45
Vicus Capital
Pennsylvania
$736K +$744K +11,827 New
JIC
46
Johnson Investment Counsel
Ohio
$720K +$729K +11,575 New
CCG
47
Chatham Capital Group
Georgia
$673K +$680K +10,800 New
ICOA
48
Investment Centers of America
North Dakota
$628K +$638K +10,134 New
WT
49
Washington Trust
Rhode Island
$618K +$625K +9,930 New
FAAS
50
First Allied Advisory Services
California
$565K +$573K +9,096 New
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AIVL Hedge Fund Activity: Q2 2013 in Review

91 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2013, worth a combined $284M.

Buyers outnumbered sellers: 91 funds opened new AIVL positions and 0 closed out — a net gain of 91 holders — while 0 added to existing stakes and 0 trimmed.

  • 91 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $284M of WisdomTree US AI Enhanced Value Fund stock for Q2 2013.
  • 91 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2013 and 0 closed out, a net change of +91 holders.

Based on aggregated 13F filings for Q2 2013.