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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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
Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
3.04%
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

1
AWM
1
AE Wealth Management
Kansas
$17.5M
2
SS
2
Simplicity Solutions
Minnesota
$15.5M
3
TC
3
Trilogy Capital
California
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.53M
5
FGAM
5
Financial Gravity Asset Management
Texas
$5.8M

Top Sellers

1
SFG
1
StrategIQ Financial Group
Indiana
$3.35M
2
UBS Group
2
UBS Group
Switzerland
$8.27M
3
VC
3
Vicus Capital
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$9M
5
RCG
5
Ruggie Capital Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$2.54M +$225K +2,438 +10%
Citadel Advisors
27
Citadel Advisors
Florida
$2.53M +$2.53M +27,386 New
NFG
28
Nadler Financial Group
Illinois
$2.36M +$278 +3 +0%
AI
29
Atria Investments
North Carolina
$2.27M -$26K -281 -1%
CFA
30
Cahill Financial Advisors
Minnesota
$2.11M -$5.74K -62 -0.3%
WPIC
31
White Pine Investment Company
Michigan
$1.91M +$229K +2,473 +14%
TCPWM
32
Traverso Chambers Private Wealth Management
California
$1.87M +$18.7K +202 +1%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.78M +$370 +4 +0%
CPO
34
Cerity Partners OCIO
New York
$1.53M +$4.49K +49 +0.3%
CAN
35
Cetera Advisor Networks
California
$1.5M +$5.55K +60 +0.4%
MCWS
36
McKinley Carter Wealth Services
West Virginia
$1.46M -$91.6K -990 -6%
AG
37
Advisor Group
Arizona
$1.43M +$21.5K +233 +2%
GAM
38
Garrison Asset Management
Arkansas
$1.34M -$62.3K -674 -4%
RJA
39
Raymond James & Associates
Florida
$1.32M +$62.3K +673 +5%
AIP
40
Ahrens Investment Partners
Louisiana
$1.27M – – –
GFS
41
GYL Financial Synergies
Connecticut
$1.21M -$72.1K -779 -6%
SIAS
42
Shine Investment Advisory Services
Colorado
$1.19M -$206K -2,224 -15%
B
43
Barings
North Carolina
$1.18M – – –
NA
44
NewEdge Advisors
Louisiana
$1.12M -$93.6K -1,012 -8%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$1.11M +$1.39K +15 +0.1%
Jane Street
46
Jane Street
New York
$1.09M +$178K +1,926 +20%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$1.06M +$1.06M +11,478 New
CA
48
Cetera Advisors
Colorado
$1.06M +$31.3K +340 +3%
Brown Advisory
49
Brown Advisory
Maryland
$990K +$990K +10,694 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$983K +$214K +2,308 +28%
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