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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $362M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
38
Reduced
36
Closed
11
Calls
–
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$779K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35.9M
2
BTS
2
BB&T Securities
Virginia
$5.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$66.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.16M
5
Wells Fargo
5
Wells Fargo
California
$34.3M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
SC
2
SouthState Corp
Florida
$1.48M
3
LIA
3
LBMC Investment Advisors
Tennessee
$0
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$10.1M
5
VFS
5
VSR Financial Services
Kansas
$740K
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
26
Vicus Capital
Pennsylvania
$2.32M -$11K -143 -0.5%
SFI
27
SPC Financial Inc
Maryland
$2.22M +$136K +1,775 +7%
SI
28
SII Investments
Wisconsin
$2.19M +$60.1K +783 +3%
BAM
29
Baring Asset Management
United Kingdom
$2.14M -$205K -2,650 -9%
MCWS
30
McKinley Carter Wealth Services
West Virginia
$2.13M -$42.4K -553 -2%
SC
31
SouthState Corp
Florida
$1.48M -$1.22M -15,957 -45%
SIAS
32
Shine Investment Advisory Services
Colorado
$1.34M -$91.8K -1,197 -6%
Ameriprise
33
Ameriprise
Minnesota
$1.31M +$274K +3,579 +27%
CWM
34
Concert Wealth Management
California
$1.3M +$6.56K +85 +0.5%
FAAS
35
First Allied Advisory Services
California
$1.27M +$83K +1,081 +7%
GAM
36
Garrison Asset Management
Arkansas
$1.25M – – –
GW
37
GW & Wade
Massachusetts
$1.18M -$133K -1,735 -10%
RJA
38
Raymond James & Associates
Florida
$1.16M -$302K -3,939 -21%
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$1.15M – – –
Citigroup
40
Citigroup
New York
$1.1M +$3.83K +50 +0.3%
MA
41
Montag & Associates
Georgia
$1.09M – – –
CIC
42
Cutler Investment Counsel
Oregon
$1.08M +$36.5K +476 +3%
PAMG
43
Patton Albertson Miller Group
Tennessee
$1.06M -$91K -1,187 -8%
AAS
44
Annex Advisory Services
Wisconsin
$1.05M -$80.9K -1,054 -7%
WPIC
45
White Pine Investment Company
Michigan
$1.04M +$57.4K +748 +6%
SEIA
46
Signature Estate & Investment Advisors
California
$1.03M +$4.22K +55 +0.4%
ICOA
47
Investment Centers of America
North Dakota
$911K -$74.8K -971 -8%
RCG
48
Ruggie Capital Group
Florida
$857K +$857K +11,280 New
ALA
49
Atherton Lane Advisers
California
$844K -$20.7K -270 -2%
CAN
50
Cetera Advisor Networks
California
$787K -$393K -5,136 -33%
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