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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

113 hedge funds and large institutions have $306M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
14
Increased
40
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Chevy Chase Trust
1
Chevy Chase Trust
Maryland
$10.7M
2
Bank of America
2
Bank of America
North Carolina
$25.7M
3
Jane Street
3
Jane Street
New York
$6.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$38.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.5M

Top Sellers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$9.38M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.25M
3
Goldman Sachs
3
Goldman Sachs
New York
$515K
4
SG Americas Securities
4
SG Americas Securities
New York
$2.13M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
26
LBMC Investment Advisors
Tennessee
$2.17M +$591 +8 +0%
SG Americas Securities
27
SG Americas Securities
New York
$2.13M -$892K -12,072 -30%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$2.09M +$222 +3 +0%
SI
29
SII Investments
Wisconsin
$2.09M -$219K -2,951 -9%
VC
30
Vicus Capital
Pennsylvania
$2.03M +$559K +7,566 +38%
SFI
31
SPC Financial Inc
Maryland
$2.01M +$40.7K +550 +2%
CPO
32
Cerity Partners OCIO
New York
$1.73M -$11.8K -160 -0.7%
RJA
33
Raymond James & Associates
Florida
$1.44M +$26.8K +362 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.43M -$815K -11,010 -36%
SIAS
35
Shine Investment Advisory Services
Colorado
$1.41M +$1.41M +19,131 New
VFS
36
VSR Financial Services
Kansas
$1.41M -$3.84K -52 -0.3%
CAN
37
Cetera Advisor Networks
California
$1.33M -$14.4K -195 -1%
GAM
38
Garrison Asset Management
Arkansas
$1.3M -$58.2K -788 -4%
GW
39
GW & Wade
Massachusetts
$1.29M – – –
PAMG
40
Patton Albertson Miller Group
Tennessee
$1.27M -$271K -3,660 -18%
CWM
41
Concert Wealth Management
California
$1.26M -$1.72K -24 -0.1%
EVM
42
Eaton Vance Management
Massachusetts
$1.19M +$1.19M +16,113 New
AAS
43
Annex Advisory Services
Wisconsin
$1.15M -$7.69K -104 -0.7%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$1.11M +$2.37K +32 +0.2%
MA
45
Montag & Associates
Georgia
$1.1M – – –
Citigroup
46
Citigroup
New York
$1.06M -$117K -1,582 -10%
FAAS
47
First Allied Advisory Services
California
$982K +$104K +1,414 +12%
WPIC
48
White Pine Investment Company
Michigan
$952K +$104K +1,401 +12%
CIC
49
Cutler Investment Counsel
Oregon
$947K +$95.2K +1,289 +11%
SEIA
50
Signature Estate & Investment Advisors
California
$908K +$97.9K +1,325 +12%
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