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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

115 hedge funds and large institutions have $355M invested in WisdomTree US AI Enhanced Value Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
115
Holders Change
-3
Holders Change %
-2.54%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
9
Increased
40
Reduced
38
Closed
10
Calls
$243K
Puts
$797K
Net Calls
-$554K
Net Calls Change
+$643K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.05M
3
Wells Fargo
3
Wells Fargo
California
$37.4M
4
Bank of America
4
Bank of America
North Carolina
$39M
5
Jane Street
5
Jane Street
New York
$2.4M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$28.9M
2
Stifel Financial
2
Stifel Financial
Missouri
$633K
3
Morgan Stanley
3
Morgan Stanley
New York
$63.5M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.9M
5
CIC
5
Cutler Investment Counsel
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
SII Investments
Wisconsin
$2.15M -$21.3K -280 -1%
SFI
27
SPC Financial Inc
Maryland
$2.12M -$74.8K -985 -3%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$2.11M +$531 +7 +0%
AIG
29
American International Group
New York
$2.03M -$478K -6,304 -19%
CPO
30
Cerity Partners OCIO
New York
$1.53M +$1.53M +20,201 New
MWAN
31
Mariner Wealth Advisors (NYC)
Kansas
$1.47M +$1.47M +19,322 New
Citadel Advisors
32
Citadel Advisors
Florida
$1.37M +$1.37M +18,057 New
ICOA
33
Investment Centers of America
North Dakota
$1.33M +$430K +5,652 +48%
SIAS
34
Shine Investment Advisory Services
Colorado
$1.31M -$21.5K -284 -2%
GAM
35
Garrison Asset Management
Arkansas
$1.26M -$24.7K -325 -2%
Citigroup
36
Citigroup
New York
$1.15M +$56.3K +742 +5%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$1.14M – – –
WPIC
38
White Pine Investment Company
Michigan
$1.1M +$69.5K +915 +7%
GW
39
GW & Wade
Massachusetts
$1.1M -$69.3K -913 -6%
SEIA
40
Signature Estate & Investment Advisors
California
$1.05M +$23.6K +311 +2%
RJA
41
Raymond James & Associates
Florida
$1.03M -$118K -1,557 -10%
MA
42
Montag & Associates
Georgia
$942K -$137K -1,800 -13%
VFS
43
VSR Financial Services
Kansas
$930K +$197K +2,601 +27%
AAS
44
Annex Advisory Services
Wisconsin
$901K -$139K -1,827 -13%
FAAS
45
First Allied Advisory Services
California
$878K -$369K -4,875 -30%
SC
46
SouthState Corp
Florida
$875K -$591K -7,786 -40%
ALA
47
Atherton Lane Advisers
California
$823K -$12.1K -160 -1%
CAN
48
Cetera Advisor Networks
California
$788K +$6.76K +89 +0.9%
MFS
49
MSI Financial Services
Massachusetts
$783K +$403K +5,306 +106%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$771K +$20.3K +268 +3%
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