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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

104 hedge funds and large institutions have $271M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
13
Increased
37
Reduced
31
Closed
9
Calls
$3.34M
Puts
–
Net Calls
+$3.34M
Net Calls Change
+$3.01M

Top Buyers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$17.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.2M
3
BII
3
Baring International Investment
United Kingdom
$2.06M
4
VKH
4
Virtu KCG Holdings
New York
$1.8M
5
RJA
5
Raymond James & Associates
Florida
$1.35M

Top Sellers

1
DS
1
DRW Securities
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$32.7M
3
Wells Fargo
3
Wells Fargo
California
$23.7M
4
VF
4
Virtu Financial
New York
$0
5
SC
5
SouthState Corp
Florida
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
26
McKinley Carter Wealth Services
West Virginia
$1.99M -$678K -9,653 -25%
SFI
27
SPC Financial Inc
Maryland
$1.88M +$269K +3,830 +17%
AIG
28
American International Group
New York
$1.82M +$156K +2,224 +9%
VKH
29
Virtu KCG Holdings
New York
$1.8M +$1.8M +25,570 New
CPO
30
Cerity Partners OCIO
New York
$1.66M +$27.7K +394 +2%
PAMG
31
Patton Albertson Miller Group
Tennessee
$1.46M -$519K -7,395 -26%
VC
32
Vicus Capital
Pennsylvania
$1.4M +$500K +7,121 +56%
RJA
33
Raymond James & Associates
Florida
$1.35M +$1.35M +19,163 New
VFS
34
VSR Financial Services
Kansas
$1.35M -$131K -1,860 -9%
GAM
35
Garrison Asset Management
Arkansas
$1.29M -$153K -2,183 -11%
CAN
36
Cetera Advisor Networks
California
$1.28M -$386K -5,506 -23%
GW
37
GW & Wade
Massachusetts
$1.22M -$10.2K -145 -0.8%
CWM
38
Concert Wealth Management
California
$1.22M -$19K -274 -2%
Citigroup
39
Citigroup
New York
$1.12M +$147K +2,087 +15%
AAS
40
Annex Advisory Services
Wisconsin
$1.1M -$119K -1,693 -10%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$1.05M – – –
MA
42
Montag & Associates
Georgia
$1.05M -$15.5K -220 -1%
ICOA
43
Investment Centers of America
North Dakota
$933K +$251K +3,930 +37%
FAAS
44
First Allied Advisory Services
California
$838K +$19.4K +275 +2%
CIC
45
Cutler Investment Counsel
Oregon
$810K +$35.5K +506 +5%
WPIC
46
White Pine Investment Company
Michigan
$807K +$499K +7,105 +162%
JIC
47
Johnson Investment Counsel
Ohio
$800K – – –
MFS
48
MSI Financial Services
Massachusetts
$791K -$109K -1,555 -12%
SEIA
49
Signature Estate & Investment Advisors
California
$770K +$132K +1,875 +21%
EAM
50
Evanson Asset Management
California
$729K +$2.88K +41 +0.4%
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