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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

131 hedge funds and large institutions have $172M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
13
Increased
39
Reduced
34
Closed
15
Calls
$834K
Puts
–
Net Calls
+$834K
Net Calls Change
-$282K

Top Buyers

1
SMG
1
Smart Money Group
Texas
$4.08M
2
RCAG
2
Rehmann Capital Advisory Group
Michigan
$2.03M
3
SHGA
3
Sand Hill Global Advisors
California
$775K
4
VF
4
Virtu Financial
New York
$632K
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.06M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.04M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$736K
4
Bank of America
4
Bank of America
North Carolina
$11.1M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
26
Ahrens Investment Partners
Louisiana
$1.59M +$8.69K +100 +0.5%
CPO
27
Cerity Partners OCIO
New York
$1.43M -$54.5K -627 -4%
GAM
28
Garrison Asset Management
Arkansas
$1.43M +$348 +4 +0%
WPIC
29
White Pine Investment Company
Michigan
$1.37M +$119K +1,366 +9%
SIAS
30
Shine Investment Advisory Services
Colorado
$1.34M +$87 +1 +0%
RJA
31
Raymond James & Associates
Florida
$1.3M -$103K -1,188 -7%
B
32
Barings
North Carolina
$1.26M -$34.7K -400 -3%
AG
33
Advisor Group
Arizona
$1.17M -$54.3K -625 -4%
CA
34
Cetera Advisors
Colorado
$1.16M -$22.5K -259 -2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.15M -$466K -5,363 -29%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.06M -$26.8K -308 -2%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$1.06M +$466K +5,363 +79%
RCG
38
Ruggie Capital Group
Florida
$1.05M -$8.69K -100 -0.8%
KLI
39
Kelman-Lazarov Inc
Tennessee
$1.01M – – –
LWS
40
Lucia Wealth Services
California
$972K +$8.86K +102 +0.9%
US Bancorp
41
US Bancorp
Minnesota
$861K -$52.1K -600 -6%
MA
42
Montag & Associates
Georgia
$822K – – –
SHGA
43
Sand Hill Global Advisors
California
$775K +$775K +8,923 New
JWS
44
Juncture Wealth Strategies
Arizona
$773K +$446K +5,128 +136%
Citigroup
45
Citigroup
New York
$741K -$5.65K -65 -0.8%
BF
46
Blankinship & Foster
California
$738K – – –
Jane Street
47
Jane Street
New York
$736K -$3.32M -38,213 -82%
JFA
48
JNBA Financial Advisors
Minnesota
$730K +$128K +1,470 +21%
BIA
49
Biondo Investment Advisors
Pennsylvania
$722K +$9.99K +115 +1%
APA
50
American Portfolios Advisors
New York
$703K +$10.1K +116 +1%
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