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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $239M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
35
Reduced
38
Closed
9
Calls
$1.64M
Puts
$1.43M
Net Calls
+$216K
Net Calls Change
+$6.71M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$41.4M
2
Jane Street
2
Jane Street
New York
$2.38M
3
FIG
3
FundX Investment Group
California
$2.09M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$898K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.3M
3
Wells Fargo
3
Wells Fargo
California
$23M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$1.84M +$486K +6,303 +36%
MCWS
27
McKinley Carter Wealth Services
West Virginia
$1.69M +$540 +7 +0%
SI
28
SII Investments
Wisconsin
$1.52M -$259K -3,362 -15%
ICOA
29
Investment Centers of America
North Dakota
$1.42M -$130K -1,684 -8%
GAM
30
Garrison Asset Management
Arkansas
$1.34M +$76.6K +993 +6%
CPO
31
Cerity Partners OCIO
New York
$1.31M -$7.36K -97 -0.6%
SIAS
32
Shine Investment Advisory Services
Colorado
$1.28M -$37.5K -487 -3%
WPIC
33
White Pine Investment Company
Michigan
$1.26M +$51.2K +664 +4%
RJA
34
Raymond James & Associates
Florida
$1.24M +$161K +2,093 +15%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$1.2M +$41.3K +536 +4%
CWM
36
Concert Wealth Management
California
$1.06M -$1.01K -13 -0.1%
Citadel Advisors
37
Citadel Advisors
Florida
$1M +$591K +7,666 +143%
MA
38
Montag & Associates
Georgia
$999K +$19.3K +250 +2%
AG
39
Advisor Group
Arizona
$974K +$974K +12,664 New
KLI
40
Kelman-Lazarov Inc
Tennessee
$923K -$15.5K -200 -2%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$898K +$898K +11,649 New
RCG
42
Ruggie Capital Group
Florida
$870K – – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$788K +$329K +4,266 +72%
GW
44
GW & Wade
Massachusetts
$764K -$171K -2,223 -18%
Citigroup
45
Citigroup
New York
$730K -$15.6K -202 -2%
LNC
46
Lincoln National Corp
Pennsylvania
$704K +$87.2K +1,130 +14%
MFS
47
MSI Financial Services
Massachusetts
$687K -$264K -3,423 -28%
BIA
48
Biondo Investment Advisors
Pennsylvania
$686K +$89.1K +1,155 +15%
CA
49
Cetera Advisors
Colorado
$566K +$74.9K +973 +15%
Chevy Chase Trust
50
Chevy Chase Trust
Maryland
$557K -$905K -11,746 -62%
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