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WisdomTree US AI Enhanced Value Fund

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.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $379K

0.51% less ownership

Funds ownership: 24.01%23.5% (-0.51%)

3% less capital invested

Capital invested by funds: $209M → $204M (-$5.78M)

6% less funds holding

Funds holding: 126118 (-8)

33% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.94%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ahrens Investment Partners
Louisiana
$1.53M +$34.5K +417 +2%
CPO
27
Cerity Partners OCIO
New York
$1.45M +$1.24K +15 +0.1%
BAM
28
Baring Asset Management
United Kingdom
$1.43M -$157K -1,900 -10%
VF
29
Virtu Financial
New York
$1.42M +$1.39M +16,802 New
GAM
30
Garrison Asset Management
Arkansas
$1.4M -$7.53K -91 -0.5%
SIAS
31
Shine Investment Advisory Services
Colorado
$1.3M
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.24M +$98.5K +1,190 +9%
ICOA
33
Investment Centers of America
North Dakota
$1.22M -$90.6K -1,095 -7%
CA
34
Cetera Advisors
Colorado
$1.2M +$26.6K +321 +2%
AG
35
Advisor Group
Arizona
$1.1M +$109K +1,318 +11%
PAG
36
Private Advisory Group
Washington
$1.09M +$331K +3,995 +44%
WPIC
37
White Pine Investment Company
Michigan
$1.08M -$28K -338 -3%
MA
38
Montag & Associates
Georgia
$1.05M -$41.4K -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 -$2.28M -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 -$9.43K -114 -1%
FAM
46
Flaharty Asset Management
Florida
$743K +$722K +8,720 +96,889%
Citigroup
47
Citigroup
New York
$732K -$12.5K -151 -2%
BF
48
Blankinship & Foster
California
$716K
GW
49
GW & Wade
Massachusetts
$714K -$43.8K -529 -6%
HWA
50
HCR Wealth Advisors
California
$679K