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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

135 hedge funds and large institutions have $143M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-19
Holders Change %
-12.34%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
29
Reduced
60
Closed
24
Calls
$1.34M
Puts
–
Net Calls
+$1.34M
Net Calls Change
-$2.65M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.96M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.99M
5
CAN
5
Cetera Advisor Networks
California
$2.62M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AWM
3
AE Wealth Management
Kansas
$1.68M
4
UBS Group
4
UBS Group
Switzerland
$3.46M
5
SMG
5
Smart Money Group
Texas
$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$1.7M -$639K -9,889 -27%
AWM
27
AE Wealth Management
Kansas
$1.68M -$10.6M -163,634 -86%
NFG
28
Nadler Financial Group
Illinois
$1.6M -$49.6K -768 -3%
CFA
29
Cahill Financial Advisors
Minnesota
$1.47M -$4.13K -64 -0.3%
WCM
30
WealthBridge Capital Management
Ohio
$1.43M +$915K +14,159 +178%
WPIC
31
White Pine Investment Company
Michigan
$1.38M +$47.1K +729 +4%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$1.37M +$1.37M +21,158 New
TCPWM
33
Traverso Chambers Private Wealth Management
California
$1.27M -$35.1K -544 -3%
MCWS
34
McKinley Carter Wealth Services
West Virginia
$1.02M +$581 +9 +0.1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.01M -$229K -3,544 -18%
CPO
36
Cerity Partners OCIO
New York
$1M -$80.2K -1,242 -7%
GAM
37
Garrison Asset Management
Arkansas
$906K -$27.5K -426 -3%
TRCT
38
Tower Research Capital (TRC)
New York
$860K +$562K +8,707 +189%
RJA
39
Raymond James & Associates
Florida
$847K -$75.2K -1,164 -8%
Citadel Advisors
40
Citadel Advisors
Florida
$825K -$943K -14,610 -53%
B
41
Barings
North Carolina
$824K – – –
SIAS
42
Shine Investment Advisory Services
Colorado
$787K -$46.2K -715 -6%
GHA
43
GW Henssler & Associates
Georgia
$777K +$276K +4,278 +55%
GFS
44
GYL Financial Synergies
Connecticut
$769K -$74.9K -1,159 -9%
NA
45
NewEdge Advisors
Louisiana
$747K -$34.5K -535 -4%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$735K -$36.2K -561 -5%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$732K -$9.82K -152 -1%
CA
48
Cetera Advisors
Colorado
$730K -$9.3K -144 -1%
ARG
49
Advisory Resource Group
Oklahoma
$651K +$74.4K +1,152 +13%
KLI
50
Kelman-Lazarov Inc
Tennessee
$648K -$6.33K -98 -1%
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