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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

109 hedge funds and large institutions have $432M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
-4
Holders Change %
-3.54%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
7
Increased
42
Reduced
41
Closed
10
Calls
–
Puts
$418K
Net Calls
-$418K
Net Calls Change
-$418K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$62M
2
Wells Fargo
2
Wells Fargo
California
$31.4M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$2.49M
4
NFG
4
Nadler Financial Group
Illinois
$14.5M
5
Bank of America
5
Bank of America
North Carolina
$26.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
VKH
2
Virtu KCG Holdings
New York
$555K
3
SG Americas Securities
3
SG Americas Securities
New York
$111K
4
EVM
4
Eaton Vance Management
Massachusetts
$0
5
LIA
5
LBMC Investment Advisors
Tennessee
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
26
McKinley Carter Wealth Services
West Virginia
$2.08M +$220 +3 +0%
SI
27
SII Investments
Wisconsin
$2.04M -$28.2K -383 -1%
SFI
28
SPC Financial Inc
Maryland
$1.99M -$6.97K -95 -0.3%
CPO
29
Cerity Partners OCIO
New York
$1.71M -$6.39K -87 -0.4%
VFS
30
VSR Financial Services
Kansas
$1.51M +$110K +1,493 +8%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.44M +$20.2K +275 +1%
RJA
32
Raymond James & Associates
Florida
$1.4M -$33.2K -452 -2%
SIAS
33
Shine Investment Advisory Services
Colorado
$1.37M -$31.1K -424 -2%
GW
34
GW & Wade
Massachusetts
$1.25M -$22.8K -310 -2%
GAM
35
Garrison Asset Management
Arkansas
$1.25M -$40.9K -557 -3%
CWM
36
Concert Wealth Management
California
$1.23M -$48K -656 -4%
LIA
37
LBMC Investment Advisors
Tennessee
$1.21M -$942K -12,834 -44%
CAN
38
Cetera Advisor Networks
California
$1.13M -$189K -2,568 -14%
FAAS
39
First Allied Advisory Services
California
$1.13M +$154K +2,096 +16%
PAMG
40
Patton Albertson Miller Group
Tennessee
$1.1M -$157K -2,140 -12%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$1.1M -$2.35K -32 -0.2%
AAS
42
Annex Advisory Services
Wisconsin
$1.08M -$58K -790 -5%
Citigroup
43
Citigroup
New York
$1.05M +$1.69K +23 +0.2%
MA
44
Montag & Associates
Georgia
$1.04M -$49.6K -675 -5%
CIC
45
Cutler Investment Counsel
Oregon
$1M +$59K +804 +6%
Ameriprise
46
Ameriprise
Minnesota
$990K +$312K +4,246 +46%
SEIA
47
Signature Estate & Investment Advisors
California
$984K +$82.2K +1,120 +9%
WPIC
48
White Pine Investment Company
Michigan
$940K -$5.87K -80 -0.6%
ICOA
49
Investment Centers of America
North Dakota
$940K +$254K +3,457 +37%
ALA
50
Atherton Lane Advisers
California
$828K +$102K +1,390 +14%
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