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WisdomTree US AI Enhanced Value Fund
AIVL

154 hedge funds and large institutions have $283M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

17% more capital invested

Capital invested by funds: $242M → $283M (+$41.1M)

17% more funds holding

Funds holding: 132 → 154 (+22)

4.08% more ownership

Funds ownership: 30.13% → 34.21% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
42
Reduced
35
Closed
7
Calls
$3.99M
Puts
–
Net Calls
+$3.99M
Net Calls Change
+$1.16M

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$7.13M
2
SS
Simplicity Solutions
Minnesota
+$7.08M
3
TC
Trilogy Capital
California
+$2.49M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.44M
5
FGAM
Financial Gravity Asset Management
Texas
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
SFG
StrategIQ Financial Group
Indiana
-$2M
2
UBS Group
UBS Group
Switzerland
-$1.64M
3
VC
Vicus Capital
Pennsylvania
-$1.41M
4
Bank of America
Bank of America
North Carolina
-$1.03M
5
RCG
Ruggie Capital Group
Florida
-$986K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$2.54M +$218K +2,438 +10%
Citadel Advisors
27
Citadel Advisors
Florida
$2.53M +$2.44M +27,386 New
NFG
28
Nadler Financial Group
Illinois
$2.36M +$268 +3 +0%
AI
29
Atria Investments
North Carolina
$2.27M -$25.1K -281 -1%
CFA
30
Cahill Financial Advisors
Minnesota
$2.11M -$5.53K -62 -0.3%
WPIC
31
White Pine Investment Company
Michigan
$1.91M +$221K +2,473 +14%
TCPWM
32
Traverso Chambers Private Wealth Management
California
$1.87M +$18K +202 +1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.78M +$357 +4 +0%
CPO
34
Cerity Partners OCIO
New York
$1.53M +$4.37K +49 +0.3%
CAN
35
Cetera Advisor Networks
California
$1.5M +$5.35K +60 +0.4%
MCWS
36
McKinley Carter Wealth Services
West Virginia
$1.46M -$88.3K -990 -6%
AG
37
Advisor Group
Arizona
$1.43M +$20.8K +233 +2%
GAM
38
Garrison Asset Management
Arkansas
$1.34M -$60.1K -674 -4%
RJA
39
Raymond James & Associates
Florida
$1.32M +$60K +673 +5%
AIP
40
Ahrens Investment Partners
Louisiana
$1.27M – – –
GFS
41
GYL Financial Synergies
Connecticut
$1.21M -$69.5K -779 -6%
SIAS
42
Shine Investment Advisory Services
Colorado
$1.19M -$198K -2,224 -15%
B
43
Barings
North Carolina
$1.18M – – –
NA
44
NewEdge Advisors
Louisiana
$1.12M -$90.3K -1,012 -8%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.1M +$1.34K +15 +0.1%
Jane Street
46
Jane Street
New York
$1.09M +$172K +1,926 +20%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$1.06M +$1.02M +11,478 New
CA
48
Cetera Advisors
Colorado
$1.05M +$30.3K +340 +3%
Brown Advisory
49
Brown Advisory
Maryland
$990K +$954K +10,694 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$983K +$206K +2,308 +28%
1
2
3 4 5

AIVL Hedge Fund Activity: Q4 2019 in Review

154 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2019, worth a combined $283M — up 17% from $242M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AIVL positions and 7 closed out — a net gain of 23 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.13M. The largest seller was StrategIQ Financial Group, cutting an estimated $2M.

  • 154 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2019, up from 132 in Q3 2019.
  • Funds reported $283M of WisdomTree US AI Enhanced Value Fund stock for Q4 2019, up 17% quarter-over-quarter.
  • 30 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2019 and 7 closed out, a net change of +23 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2019 was AE Wealth Management, an estimated $7.13M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2019 was StrategIQ Financial Group, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2019.