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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

134 hedge funds and large institutions have $190M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
33
Reduced
49
Closed
16
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$307K

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$3.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.91M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.47M
4
CA
4
Cetera Advisors
Colorado
$1.14M
5
Jane Street
5
Jane Street
New York
$3.95M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$574K
2
Bank of America
2
Bank of America
North Carolina
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.5M
4
Ameriprise
4
Ameriprise
Minnesota
$2.76M
5
SG Americas Securities
5
SG Americas Securities
New York
$563K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.76M +$117K +1,382 +7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.57M -$1.12M -13,291 -42%
CAN
28
Cetera Advisor Networks
California
$1.56M -$226K -2,672 -13%
AIP
29
Ahrens Investment Partners
Louisiana
$1.54M -$2.11K -25 -0.1%
CPO
30
Cerity Partners OCIO
New York
$1.45M -$11.8K -140 -0.8%
GAM
31
Garrison Asset Management
Arkansas
$1.39M -$13.4K -159 -1%
RJA
32
Raymond James & Associates
Florida
$1.37M -$44.7K -529 -3%
SIAS
33
Shine Investment Advisory Services
Colorado
$1.3M +$85 +1 +0%
B
34
Barings
North Carolina
$1.26M -$144K -1,700 -10%
WPIC
35
White Pine Investment Company
Michigan
$1.22M +$25.7K +304 +2%
AG
36
Advisor Group
Arizona
$1.19M +$49.4K +584 +4%
CA
37
Cetera Advisors
Colorado
$1.14M +$1.14M +13,540 New
PAG
38
Private Advisory Group
Washington
$1.06M +$124K +1,472 +13%
HPWM
39
Highland Private Wealth Management
Washington
$1.06M +$1.06M +12,523 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.06M -$36.7K -434 -3%
RCG
41
Ruggie Capital Group
Florida
$1.03M – – –
KLI
42
Kelman-Lazarov Inc
Tennessee
$982K -$8.46K -100 -0.9%
LWS
43
Lucia Wealth Services
California
$937K +$655K +7,744 +232%
US Bancorp
44
US Bancorp
Minnesota
$888K +$107K +1,270 +14%
MA
45
Montag & Associates
Georgia
$799K -$127K -1,500 -14%
Citigroup
46
Citigroup
New York
$726K -$23.6K -279 -3%
BF
47
Blankinship & Foster
California
$718K – – –
FAM
48
Flaharty Asset Management
Florida
$695K -$24.3K -295 -3%
BIA
49
Biondo Investment Advisors
Pennsylvania
$693K -$27.1K -320 -4%
APA
50
American Portfolios Advisors
New York
$675K -$24.3K -288 -3%
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