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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

126 hedge funds and large institutions have $209M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
32
Reduced
48
Closed
7
Calls
$749K
Puts
$494K
Net Calls
+$255K
Net Calls Change
-$182K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.06M
2
Jane Street
2
Jane Street
New York
$2.71M
3
PAG
3
Private Advisory Group
Washington
$739K
4
WDL
4
Well Done LLC
Michigan
$5.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.16M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.6M
3
Credit Agricole
3
Credit Agricole
France
$0
4
CWM
4
Concert Wealth Management
California
$232K
5
FAM
5
Flaharty Asset Management
Florida
$743
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
26
McKinley Carter Wealth Services
West Virginia
$1.76M +$576 +7 +0%
RJA
27
Raymond James & Associates
Florida
$1.62M +$52.9K +643 +3%
BAM
28
Baring Asset Management
United Kingdom
$1.55M -$271K -3,300 -15%
AIP
29
Ahrens Investment Partners
Louisiana
$1.46M +$16.5K +200 +1%
CPO
30
Cerity Partners OCIO
New York
$1.42M -$57.9K -703 -4%
GAM
31
Garrison Asset Management
Arkansas
$1.37M -$19.9K -242 -1%
ICOA
32
Investment Centers of America
North Dakota
$1.28M -$302K -3,671 -19%
SIAS
33
Shine Investment Advisory Services
Colorado
$1.27M -$14K -170 -1%
CA
34
Cetera Advisors
Colorado
$1.14M +$331K +4,018 +41%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.12M -$83K -1,009 -7%
WPIC
36
White Pine Investment Company
Michigan
$1.09M -$183K -2,230 -14%
MA
37
Montag & Associates
Georgia
$1.07M – – –
RCG
38
Ruggie Capital Group
Florida
$992K – – –
KLI
39
Kelman-Lazarov Inc
Tennessee
$967K -$5.1K -62 -0.5%
AG
40
Advisor Group
Arizona
$963K -$494 -6 -0.1%
IFWM
41
Institute for Wealth Management
Colorado
$829K +$829K +10,078 New
SHGA
42
Sand Hill Global Advisors
California
$742K -$438K -5,318 -37%
GW
43
GW & Wade
Massachusetts
$740K +$82 +1 +0%
PAG
44
Private Advisory Group
Washington
$739K +$739K +8,978 New
BIA
45
Biondo Investment Advisors
Pennsylvania
$734K +$1.65K +20 +0.2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$734K +$13.3K +162 +2%
Citigroup
47
Citigroup
New York
$727K -$45K -547 -6%
VKH
48
Virtu KCG Holdings
New York
$700K -$16.4K -199 -2%
BF
49
Blankinship & Foster
California
$699K – – –
HWA
50
HCR Wealth Advisors
California
$663K – – –
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