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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

132 hedge funds and large institutions have $242M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
34
Reduced
48
Closed
16
Calls
$2.83M
Puts
–
Net Calls
+$2.83M
Net Calls Change
+$1.25M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$9.59M
2
SS
2
Simplicity Solutions
Minnesota
$7.68M
3
FGAM
3
Financial Gravity Asset Management
Texas
$4.02M
4
CRC
4
Curi RMB Capital
Illinois
$5.03M
5
Jane Street
5
Jane Street
New York
$862K

Top Sellers

1
TC
1
Trilogy Capital
California
$36.5M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.7M
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
SMG
5
Smart Money Group
Texas
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
26
Cahill Financial Advisors
Minnesota
$2M -$9.88K -113 -0.5%
SMG
27
Smart Money Group
Texas
$1.99M -$978K -11,190 -33%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$1.75M -$234K -2,673 -12%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.7M -$2.08M -23,801 -55%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.68M -$240K -2,750 -13%
WPIC
31
White Pine Investment Company
Michigan
$1.59M +$99.3K +1,136 +7%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$1.47M -$36.8K -421 -2%
CPO
33
Cerity Partners OCIO
New York
$1.46M +$32.2K +368 +2%
CAN
34
Cetera Advisor Networks
California
$1.41M -$69.8K -798 -5%
VC
35
Vicus Capital
Pennsylvania
$1.41M +$69K +789 +5%
AG
36
Advisor Group
Arizona
$1.33M +$1.31K +15 +0.1%
GAM
37
Garrison Asset Management
Arkansas
$1.32M -$51.1K -585 -4%
SIAS
38
Shine Investment Advisory Services
Colorado
$1.32M -$34.7K -397 -3%
GFS
39
GYL Financial Synergies
Connecticut
$1.21M +$361K +4,129 +43%
AIP
40
Ahrens Investment Partners
Louisiana
$1.2M -$60.8K -695 -5%
RJA
41
Raymond James & Associates
Florida
$1.19M -$118K -1,346 -9%
NA
42
NewEdge Advisors
Louisiana
$1.15M +$6.56K +75 +0.6%
B
43
Barings
North Carolina
$1.12M – – –
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.04M -$7.52K -86 -0.7%
RCG
45
Ruggie Capital Group
Florida
$986K – – –
CA
46
Cetera Advisors
Colorado
$974K +$43.9K +500 +5%
KLI
47
Kelman-Lazarov Inc
Tennessee
$892K – – –
Jane Street
48
Jane Street
New York
$862K +$656K +7,501 +318%
IFWM
49
Institute for Wealth Management
Colorado
$847K – – –
ARG
50
Advisory Resource Group
Oklahoma
$792K -$15.4K -176 -2%
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