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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $233M invested in WisdomTree US AI Enhanced Value Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+10
Holders Change %
+9.43%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
19
Increased
19
Reduced
48
Closed
9
Calls
$1.18M
Puts
$3.52M
Net Calls
-$2.33M
Net Calls Change
-$1.89M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.88M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.5M
5
Ameriprise
5
Ameriprise
Minnesota
$2.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$230K
2
TCM
2
Twele Capital Management
Minnesota
$3.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.2M
4
UBS Group
4
UBS Group
Switzerland
$15.3M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
26
Vicus Capital
Pennsylvania
$2.1M -$103K -1,466 -5%
AIG
27
American International Group
New York
$1.88M +$33.7K +479 +2%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$1.64M -$307K -4,364 -16%
Chevy Chase Trust
29
Chevy Chase Trust
Maryland
$1.56M -$529K -7,520 -25%
SI
30
SII Investments
Wisconsin
$1.52M -$349K -4,977 -19%
CPO
31
Cerity Partners OCIO
New York
$1.46M +$8.23K +117 +0.6%
MFS
32
MSI Financial Services
Massachusetts
$1.35M +$623K +8,862 +86%
SFG
33
StrategIQ Financial Group
Indiana
$1.33M +$1.33M +18,924 New
Mariner
34
Mariner
Kansas
$1.22M -$29.1K -414 -2%
ICOA
35
Investment Centers of America
North Dakota
$1.21M -$57.5K -818 -5%
SIAS
36
Shine Investment Advisory Services
Colorado
$1.2M -$10.5K -149 -0.9%
GAM
37
Garrison Asset Management
Arkansas
$1.18M +$11.1K +158 +1%
CWM
38
Concert Wealth Management
California
$1.11M +$3.79K +54 +0.3%
WPIC
39
White Pine Investment Company
Michigan
$1.1M -$633 -9 -0.1%
RJA
40
Raymond James & Associates
Florida
$1.07M +$105K +1,489 +11%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$1.05M – – –
GW
42
GW & Wade
Massachusetts
$923K -$50.3K -715 -5%
MA
43
Montag & Associates
Georgia
$893K – – –
Citigroup
44
Citigroup
New York
$844K -$26.5K -377 -3%
PPA
45
Parametric Portfolio Associates
Washington
$783K +$783K +11,140 New
LP
46
LGL Partners
Pennsylvania
$688K +$688K +9,782 New
ALA
47
Atherton Lane Advisers
California
$664K – – –
AAS
48
Annex Advisory Services
Wisconsin
$639K -$66.1K -940 -9%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$635K -$31.8K -452 -5%
SC
50
SouthState Corp
Florida
$525K -$12.2K -174 -2%
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