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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

138 hedge funds and large institutions have $230M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
138
Holders Change
+20
Holders Change %
+16.95%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
36
Reduced
39
Closed
9
Calls
$1.13M
Puts
$318K
Net Calls
+$809K
Net Calls Change
+$175K

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$3.66M
2
Jane Street
2
Jane Street
New York
$2.94M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.82M
4
B
4
Barings
North Carolina
$1.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.29M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.49M
2
VF
2
Virtu Financial
New York
$0
3
ICOA
3
Investment Centers of America
North Dakota
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
HCP
5
Holt Capital Partners
Texas
$7.28M
Name Market Value Shares Shares
Change 		Shares
Change %
MCWS
26
McKinley Carter Wealth Services
West Virginia
$1.87M 21,203 -198 -0.9%
CAN
27
Cetera Advisor Networks
California
$1.87M 21,179 -770 -4%
SFG
28
StrategIQ Financial Group
Indiana
$1.86M 21,057 -301 -1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.72M 19,457 +4,707 +32%
AIP
30
Ahrens Investment Partners
Louisiana
$1.61M 18,207 +70 +0.4%
CPO
31
Cerity Partners OCIO
New York
$1.53M 17,265 +27 +0.2%
RJA
32
Raymond James & Associates
Florida
$1.48M 16,718 -2,337 -12%
B
33
Barings
North Carolina
$1.47M 16,559 +16,559 New
GAM
34
Garrison Asset Management
Arkansas
$1.47M 16,592 +46 +0.3%
SIAS
35
Shine Investment Advisory Services
Colorado
$1.36M 15,361 -115 -0.7%
Citadel Advisors
36
Citadel Advisors
Florida
$1.29M 14,632 +14,632 New
WPIC
37
White Pine Investment Company
Michigan
$1.25M 14,110 +1,238 +10%
AG
38
Advisor Group
Arizona
$1.19M 13,466 +444 +3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.14M 12,915 +4,109 +47%
RCG
40
Ruggie Capital Group
Florida
$1.07M 12,150 +100 +0.8%
KLI
41
Kelman-Lazarov Inc
Tennessee
$1.04M 11,713 -38 -0.3%
PAG
42
Private Advisory Group
Washington
$977K 11,051 -1,922 -15%
MA
43
Montag & Associates
Georgia
$968K 10,955 -1,500 -12%
IFWM
44
Institute for Wealth Management
Colorado
$886K 10,078 – –
PPA
45
Parametric Portfolio Associates
Washington
$886K 10,029 +10,029 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$839K 9,488 +2,206 +30%
US Bancorp
47
US Bancorp
Minnesota
$817K 9,241 +7,610 +467%
SHGA
48
Sand Hill Global Advisors
California
$797K 9,018 – –
FAM
49
Flaharty Asset Management
Florida
$787K 8,735 +6 +0.1%
Citigroup
50
Citigroup
New York
$784K 8,871 +191 +2%
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