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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

100 hedge funds and large institutions have $272M invested in WisdomTree US AI Enhanced Value Fund in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
13
Increased
42
Reduced
23
Closed
5
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
-$573K

Top Buyers

1
DS
1
DRW Securities
Illinois
$4.38M
2
U
2
UBS
Switzerland
$36.2M
3
LIA
3
LBMC Investment Advisors
Tennessee
$2.02M
4
VF
4
Virtu Financial
New York
$3.21M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.75M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$2.59M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.52M
3
Bank of America
3
Bank of America
North Carolina
$16.6M
4
BII
4
Baring International Investment
United Kingdom
$0
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
SII Investments
Wisconsin
$2.13M -$586K -8,538 -22%
LIA
27
LBMC Investment Advisors
Tennessee
$2.02M +$1.05M +15,231 +108%
PAMG
28
Patton Albertson Miller Group
Tennessee
$1.94M -$618K -8,980 -24%
Goldman Sachs
29
Goldman Sachs
New York
$1.92M +$521K +7,581 +37%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.77M +$95.2K +1,385 +6%
HCM
31
Hollencrest Capital Management
California
$1.66M +$1.66M +24,110 New
AIG
32
American International Group
New York
$1.63M +$272K +3,955 +20%
CAN
33
Cetera Advisor Networks
California
$1.63M -$478K -6,951 -23%
CPO
34
Cerity Partners OCIO
New York
$1.59M -$109K -1,582 -6%
SFI
35
SPC Financial Inc
Maryland
$1.57M +$95.3K +1,385 +6%
VFS
36
VSR Financial Services
Kansas
$1.45M -$359K -5,223 -20%
GAM
37
Garrison Asset Management
Arkansas
$1.41M +$31.3K +455 +2%
CWM
38
Concert Wealth Management
California
$1.22M +$1.65K +24 +0.1%
GW
39
GW & Wade
Massachusetts
$1.21M -$68.9K -1,002 -5%
AAS
40
Annex Advisory Services
Wisconsin
$1.19M -$84.2K -1,224 -7%
MA
41
Montag & Associates
Georgia
$1.04M +$22.9K +333 +2%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$1.03M +$34.4K +500 +3%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$1M +$4.4K +64 +0.4%
Citigroup
44
Citigroup
New York
$948K +$11.7K +170 +1%
MFS
45
MSI Financial Services
Massachusetts
$881K +$28.7K +418 +3%
VC
46
Vicus Capital
Pennsylvania
$879K +$68.5K +996 +8%
FAAS
47
First Allied Advisory Services
California
$797K +$71.9K +1,048 +10%
JIC
48
Johnson Investment Counsel
Ohio
$783K – – –
CIC
49
Cutler Investment Counsel
Oregon
$758K +$19K +277 +3%
CCG
50
Chatham Capital Group
Georgia
$743K – – –
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