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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $204M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
2
Increased
31
Reduced
46
Closed
8
Calls
$1.01M
Puts
$379K
Net Calls
+$634K
Net Calls Change
+$379K

Top Buyers

1
VF
1
Virtu Financial
New York
$1.42M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.83M
3
FAM
3
Flaharty Asset Management
Florida
$743K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$9.31M
5
WDL
5
Well Done LLC
Michigan
$5.83M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.13M
2
Jane Street
2
Jane Street
New York
$374K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$814K
4
UBS Group
4
UBS Group
Switzerland
$12.2M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
26
Ahrens Investment Partners
Louisiana
$1.53M +$35.2K +417 +2%
CPO
27
Cerity Partners OCIO
New York
$1.45M +$1.27K +15 +0.1%
BAM
28
Baring Asset Management
United Kingdom
$1.43M -$160K -1,900 -10%
VF
29
Virtu Financial
New York
$1.42M +$1.42M +16,802 New
GAM
30
Garrison Asset Management
Arkansas
$1.4M -$7.67K -91 -0.5%
SIAS
31
Shine Investment Advisory Services
Colorado
$1.31M – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.24M +$100K +1,190 +9%
ICOA
33
Investment Centers of America
North Dakota
$1.22M -$92.1K -1,095 -7%
CA
34
Cetera Advisors
Colorado
$1.2M +$27.1K +321 +2%
AG
35
Advisor Group
Arizona
$1.1M +$111K +1,318 +11%
PAG
36
Private Advisory Group
Washington
$1.09M +$337K +3,995 +44%
WPIC
37
White Pine Investment Company
Michigan
$1.09M -$28.5K -338 -3%
MA
38
Montag & Associates
Georgia
$1.05M -$42.2K -500 -4%
RCG
39
Ruggie Capital Group
Florida
$1.02M – – –
KLI
40
Kelman-Lazarov Inc
Tennessee
$991K – – –
IFWM
41
Institute for Wealth Management
Colorado
$849K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$814K -$2.32M -27,564 -74%
SHGA
43
Sand Hill Global Advisors
California
$760K – – –
BIA
44
Biondo Investment Advisors
Pennsylvania
$752K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$743K -$9.62K -114 -1%
FAM
46
Flaharty Asset Management
Florida
$743K +$742K +8,720 +96,889%
Citigroup
47
Citigroup
New York
$732K -$12.7K -151 -2%
BF
48
Blankinship & Foster
California
$716K – – –
GW
49
GW & Wade
Massachusetts
$714K -$44.6K -529 -6%
HWA
50
HCR Wealth Advisors
California
$679K – – –
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