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WisdomTree US AI Enhanced Value Fund

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.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $318K

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more funds holding

Funds holding: 118138 (+20)

13% more capital invested

Capital invested by funds: $204M → $230M (+$26.3M)

2.41% more ownership

Funds ownership: 23.5%25.91% (+2.4%)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

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
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
26
McKinley Carter Wealth Services
West Virginia
$1.87M -$17.1K -198 -0.9%
CAN
27
Cetera Advisor Networks
California
$1.87M -$66.6K -770 -4%
SFG
28
StrategIQ Financial Group
Indiana
$1.86M -$26K -301 -1%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.72M +$407K +4,707 +32%
AIP
30
Ahrens Investment Partners
Louisiana
$1.61M +$6.05K +70 +0.4%
CPO
31
Cerity Partners OCIO
New York
$1.53M +$2.33K +27 +0.2%
RJA
32
Raymond James & Associates
Florida
$1.48M -$202K -2,337 -12%
B
33
Barings
North Carolina
$1.47M +$1.43M +16,559 New
GAM
34
Garrison Asset Management
Arkansas
$1.47M +$3.98K +46 +0.3%
SIAS
35
Shine Investment Advisory Services
Colorado
$1.36M -$9.95K -115 -0.7%
Citadel Advisors
36
Citadel Advisors
Florida
$1.29M +$1.27M +14,632 New
WPIC
37
White Pine Investment Company
Michigan
$1.25M +$107K +1,238 +10%
AG
38
Advisor Group
Arizona
$1.19M +$38.4K +444 +3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.14M +$355K +4,109 +47%
RCG
40
Ruggie Capital Group
Florida
$1.07M +$8.65K +100 +0.8%
KLI
41
Kelman-Lazarov Inc
Tennessee
$1.03M -$3.29K -38 -0.3%
PAG
42
Private Advisory Group
Washington
$977K -$166K -1,922 -15%
MA
43
Montag & Associates
Georgia
$968K -$130K -1,500 -12%
IFWM
44
Institute for Wealth Management
Colorado
$886K
PPA
45
Parametric Portfolio Associates
Washington
$886K +$867K +10,029 New
JP Morgan Chase
46
JP Morgan Chase
New York
$839K +$191K +2,206 +30%
US Bancorp
47
US Bancorp
Minnesota
$817K +$658K +7,610 +467%
SHGA
48
Sand Hill Global Advisors
California
$797K
FAM
49
Flaharty Asset Management
Florida
$787K +$519 +6 +0.1%
Citigroup
50
Citigroup
New York
$784K +$16.5K +191 +2%