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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

139 hedge funds and large institutions have $170M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
28
Reduced
45
Closed
18
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
-$270K

Top Buyers

1
SL
1
Salomon & Ludwin
Virginia
$10.8M
2
TC
2
Trilogy Capital
California
$10.3M
3
SMG
3
Smart Money Group
Texas
$3.25M
4
CC
4
Claybrook Capital
Massachusetts
$3.11M
5
TCPWM
5
Traverso Chambers Private Wealth Management
California
$1.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
Jane Street
4
Jane Street
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$4.66M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.43M 18,560 -455 -2%
WPIC
27
White Pine Investment Company
Michigan
$1.41M 18,328 +2,363 +15%
MCWS
28
McKinley Carter Wealth Services
West Virginia
$1.4M 18,166 -656 -3%
VC
29
Vicus Capital
Pennsylvania
$1.31M 17,027 -1,877 -10%
CPO
30
Cerity Partners OCIO
New York
$1.27M 16,473 -20 -0.1%
GAM
31
Garrison Asset Management
Arkansas
$1.26M 16,363 -186 -1%
SIAS
32
Shine Investment Advisory Services
Colorado
$1.19M 15,507 +3 +0%
B
33
Barings
North Carolina
$1.18M 15,459 +1,000 +7%
AG
34
Advisor Group
Arizona
$1.1M 14,271 +429 +3%
AIP
35
Ahrens Investment Partners
Louisiana
$1.09M 14,132 -4,850 -26%
CA
36
Cetera Advisors
Colorado
$1.07M 13,809 -174 -1%
RJA
37
Raymond James & Associates
Florida
$1.06M 13,726 -381 -3%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$923K 11,991 +18 +0.2%
JWS
39
Juncture Wealth Strategies
Arizona
$911K 11,834 -1,079 -8%
RCG
40
Ruggie Capital Group
Florida
$875K 11,367 +87 +0.8%
LWS
41
Lucia Wealth Services
California
$823K 10,689 -360 -3%
KLI
42
Kelman-Lazarov Inc
Tennessee
$787K 10,225 -658 -6%
GFS
43
GYL Financial Synergies
Connecticut
$785K 10,201 +10,201 New
IFWM
44
Institute for Wealth Management
Colorado
$762K 9,893 +9,893 New
US Bancorp
45
US Bancorp
Minnesota
$717K 9,311 – –
SHGA
46
Sand Hill Global Advisors
California
$687K 8,923 – –
ARG
47
Advisory Resource Group
Oklahoma
$646K 8,386 +8,386 New
BF
48
Blankinship & Foster
California
$637K 8,270 – –
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$636K 8,268 +8,268 New
MA
50
Montag & Associates
Georgia
$635K 8,255 -1,200 -13%
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