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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

132 hedge funds and large institutions have $178M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
29
Reduced
46
Closed
11
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$830K

Top Buyers

1
TC
1
Trilogy Capital
California
$3.25M
2
CAN
2
Cetera Advisor Networks
California
$1.72M
3
Ameriprise
3
Ameriprise
Minnesota
$4.35M
4
SFG
4
StrategIQ Financial Group
Indiana
$3.01M
5
Jane Street
5
Jane Street
New York
$1.45M

Top Sellers

1
SMG
1
Smart Money Group
Texas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.92M
4
LPL Financial
4
LPL Financial
California
$4.99M
5
UBS Group
5
UBS Group
Switzerland
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
26
Vicus Capital
Pennsylvania
$1.71M -$206K -2,281 -11%
MCWS
27
McKinley Carter Wealth Services
West Virginia
$1.7M -$217K -2,398 -11%
GAM
28
Garrison Asset Management
Arkansas
$1.5M +$10.1K +112 +0.7%
CPO
29
Cerity Partners OCIO
New York
$1.49M -$452 -5 -0%
Jane Street
30
Jane Street
New York
$1.45M +$682K +7,540 +89%
WPIC
31
White Pine Investment Company
Michigan
$1.44M +$16.7K +185 +1%
SIAS
32
Shine Investment Advisory Services
Colorado
$1.4M +$12.8K +141 +0.9%
B
33
Barings
North Carolina
$1.3M – – –
RJA
34
Raymond James & Associates
Florida
$1.28M -$80.9K -894 -6%
CA
35
Cetera Advisors
Colorado
$1.27M +$63.5K +702 +5%
AG
36
Advisor Group
Arizona
$1.25M +$37.7K +417 +3%
JWS
37
Juncture Wealth Strategies
Arizona
$1.17M +$364K +4,022 +45%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$1.1M +$600K +6,636 +120%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.08M -$18.1K -200 -2%
NA
40
NewEdge Advisors
Louisiana
$1.06M +$595K +6,580 +127%
RCG
41
Ruggie Capital Group
Florida
$1.02M -$69.6K -770 -6%
LWS
42
Lucia Wealth Services
California
$999K -$12.5K -138 -1%
KLI
43
Kelman-Lazarov Inc
Tennessee
$984K -$66K -730 -6%
MA
44
Montag & Associates
Georgia
$855K – – –
US Bancorp
45
US Bancorp
Minnesota
$842K -$54.3K -600 -6%
SHGA
46
Sand Hill Global Advisors
California
$807K – – –
Citigroup
47
Citigroup
New York
$769K -$2.44K -27 -0.3%
BF
48
Blankinship & Foster
California
$748K -$19.9K -220 -3%
MML Investors Services
49
MML Investors Services
Massachusetts
$734K +$499K +5,517 +213%
BIA
50
Biondo Investment Advisors
Pennsylvania
$720K -$31.2K -345 -4%
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