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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

115 hedge funds and large institutions have $231M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
8
Increased
37
Reduced
40
Closed
8
Calls
$1.65M
Puts
$495K
Net Calls
+$1.16M
Net Calls Change
+$939K

Top Buyers

1
FIG
1
FundX Investment Group
California
$3.79M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$897K
3
Ameriprise
3
Ameriprise
Minnesota
$3.44M
4
CAN
4
Cetera Advisor Networks
California
$1.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.11M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$930K
3
Wells Fargo
3
Wells Fargo
California
$21.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
ICOA
26
Investment Centers of America
North Dakota
$1.44M -$12K -152 -0.8%
GAM
27
Garrison Asset Management
Arkansas
$1.38M +$17K +217 +1%
CPO
28
Cerity Partners OCIO
New York
$1.32M -$33K -420 -2%
Citadel Advisors
29
Citadel Advisors
Florida
$1.31M +$285K +3,624 +28%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.28M +$472K +6,007 +59%
WPIC
31
White Pine Investment Company
Michigan
$1.26M -$17.4K -221 -1%
SIAS
32
Shine Investment Advisory Services
Colorado
$1.26M -$47K -599 -4%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$1.22M – – –
CWM
34
Concert Wealth Management
California
$1.07M -$7.01K -89 -0.6%
CAN
35
Cetera Advisor Networks
California
$1.02M +$593K +7,550 +139%
MA
36
Montag & Associates
Georgia
$1.02M – – –
RCG
37
Ruggie Capital Group
Florida
$947K +$60.5K +770 +7%
AG
38
Advisor Group
Arizona
$933K -$60.9K -776 -6%
KLI
39
Kelman-Lazarov Inc
Tennessee
$931K +$7.73K +100 +0.8%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$930K -$2.98M -37,892 -76%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$897K +$897K +11,416 New
SI
42
SII Investments
Wisconsin
$869K -$681K -8,676 -44%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$838K -$77.6K -987 -8%
GW
44
GW & Wade
Massachusetts
$779K – – –
Citigroup
45
Citigroup
New York
$732K -$11.5K -147 -2%
MFS
46
MSI Financial Services
Massachusetts
$707K +$7.38K +94 +1%
BIA
47
Biondo Investment Advisors
Pennsylvania
$685K -$14.1K -180 -2%
CA
48
Cetera Advisors
Colorado
$673K +$94.2K +1,198 +16%
LNC
49
Lincoln National Corp
Pennsylvania
$667K -$50K -637 -7%
HCM
50
Hollencrest Capital Management
California
$566K – – –
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