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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

143 hedge funds and large institutions have $221M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
40
Reduced
42
Closed
13
Calls
$1.37M
Puts
$205K
Net Calls
+$1.16M
Net Calls Change
-$231K

Top Buyers

1
TC
1
Trilogy Capital
California
$23.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.2M
3
Jane Street
3
Jane Street
New York
$3.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.47M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$2.16M

Top Sellers

1
CC
1
Claybrook Capital
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$8.87M
3
UBS Group
3
UBS Group
Switzerland
$8.05M
4
CA
4
Cetera Advisors
Colorado
$0
5
SMG
5
Smart Money Group
Texas
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Cahill Financial Advisors
Minnesota
$1.96M +$2.39K +28 +0.1%
TCPWM
27
Traverso Chambers Private Wealth Management
California
$1.94M -$31.2K -365 -2%
AI
28
Atria Investments
North Carolina
$1.89M +$1.89M +22,117 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.79M +$28K +327 +2%
CAN
30
Cetera Advisor Networks
California
$1.55M -$41.2K -481 -3%
MCWS
31
McKinley Carter Wealth Services
West Virginia
$1.54M -$12.9K -151 -0.8%
WPIC
32
White Pine Investment Company
Michigan
$1.43M -$135K -1,576 -9%
CPO
33
Cerity Partners OCIO
New York
$1.41M +$428 +5 +0%
GAM
34
Garrison Asset Management
Arkansas
$1.4M +$85 +1 +0%
SIAS
35
Shine Investment Advisory Services
Colorado
$1.33M +$1.03K +12 +0.1%
VC
36
Vicus Capital
Pennsylvania
$1.32M -$131K -1,535 -9%
AG
37
Advisor Group
Arizona
$1.32M +$101K +1,178 +8%
AIP
38
Ahrens Investment Partners
Louisiana
$1.24M +$34.2K +400 +3%
B
39
Barings
North Carolina
$1.21M -$111K -1,300 -8%
NA
40
NewEdge Advisors
Louisiana
$1.15M -$6.75K -79 -0.6%
RJA
41
Raymond James & Associates
Florida
$1.14M -$36.9K -432 -3%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$1.03M +$684 +8 +0.1%
RCG
43
Ruggie Capital Group
Florida
$964K -$7.44K -87 -0.8%
KLI
44
Kelman-Lazarov Inc
Tennessee
$874K – – –
GFS
45
GYL Financial Synergies
Connecticut
$835K -$37.2K -435 -4%
IFWM
46
Institute for Wealth Management
Colorado
$835K -$10.3K -121 -1%
ARG
47
Advisory Resource Group
Oklahoma
$827K +$119K +1,416 +17%
JWS
48
Juncture Wealth Strategies
Arizona
$765K -$247K -2,889 -24%
SHGA
49
Sand Hill Global Advisors
California
$753K -$10.2K -119 -1%
MA
50
Montag & Associates
Georgia
$746K +$40.2K +470 +6%
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