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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

122 hedge funds and large institutions have $218M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
6
Increased
35
Reduced
50
Closed
8
Calls
$1.01M
Puts
$570K
Net Calls
+$437K
Net Calls Change
-$2.1M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$8.06M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.15M
3
Credit Agricole
3
Credit Agricole
France
$1.36M
4
CAN
4
Cetera Advisor Networks
California
$1.77M
5
BF
5
Blankinship & Foster
California
$701K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.6M
2
ODCM
2
Old Dominion Capital Management
Virginia
$0
3
FIG
3
FundX Investment Group
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$985K
5
Citadel Advisors
5
Citadel Advisors
Florida
$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$1.75M +$8.25K +100 +0.5%
ICOA
27
Investment Centers of America
North Dakota
$1.59M -$17.7K -215 -1%
RJA
28
Raymond James & Associates
Florida
$1.58M +$83.4K +1,010 +6%
CPO
29
Cerity Partners OCIO
New York
$1.48M +$16.3K +198 +1%
AIP
30
Ahrens Investment Partners
Louisiana
$1.45M +$64K +775 +5%
GAM
31
Garrison Asset Management
Arkansas
$1.39M -$23.8K -288 -2%
Credit Agricole
32
Credit Agricole
France
$1.36M +$1.36M +25,310 New
SIAS
33
Shine Investment Advisory Services
Colorado
$1.29M -$8.67K -105 -0.7%
WPIC
34
White Pine Investment Company
Michigan
$1.28M -$9.33K -113 -0.7%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.2M -$115K -1,397 -9%
SHGA
36
Sand Hill Global Advisors
California
$1.18M – – –
CWM
37
Concert Wealth Management
California
$1.12M -$31.4K -390 -3%
MA
38
Montag & Associates
Georgia
$1.07M – – –
RCG
39
Ruggie Capital Group
Florida
$995K +$63.6K +770 +7%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$985K -$1.87M -22,696 -66%
KLI
41
Kelman-Lazarov Inc
Tennessee
$975K – – –
AG
42
Advisor Group
Arizona
$966K +$10.7K +130 +1%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$862K -$23.2K -281 -3%
FAM
44
Flaharty Asset Management
Florida
$860K +$328 +4 +0%
CA
45
Cetera Advisors
Colorado
$813K +$67.6K +820 +9%
Citigroup
46
Citigroup
New York
$774K +$3.63K +44 +0.5%
GW
47
GW & Wade
Massachusetts
$742K -$29.2K -354 -4%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$723K -$75K -909 -9%
VKH
49
Virtu KCG Holdings
New York
$718K +$276K +3,350 +63%
BF
50
Blankinship & Foster
California
$701K +$387K +4,693 +124%
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