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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

133 hedge funds and large institutions have $152M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
-2
Holders Change %
-1.48%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
24
Reduced
55
Closed
12
Calls
$546K
Puts
–
Net Calls
+$546K
Net Calls Change
-$797K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.04M
2
SS
2
Simplicity Solutions
Minnesota
$2.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.31M
4
GHA
4
GW Henssler & Associates
Georgia
$1.75M
5
AI
5
Atria Investments
North Carolina
$2.69M

Top Sellers

1
LWA
1
Lowe Wealth Advisors
Maryland
$158K
2
SL
2
Salomon & Ludwin
Virginia
$7.64M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.45M
4
Jane Street
4
Jane Street
New York
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$2.35M +$74 +1 +0%
NFG
27
Nadler Financial Group
Illinois
$1.78M -$49.5K -672 -3%
GHA
28
GW Henssler & Associates
Georgia
$1.75M +$865K +11,733 +97%
WCM
29
WealthBridge Capital Management
Ohio
$1.74M +$106K +1,433 +6%
CFA
30
Cahill Financial Advisors
Minnesota
$1.68M +$1.33K +18 +0.1%
WPIC
31
White Pine Investment Company
Michigan
$1.61M +$37.4K +508 +2%
TCPWM
32
Traverso Chambers Private Wealth Management
California
$1.37M -$75.4K -1,023 -5%
SFG
33
StrategIQ Financial Group
Indiana
$1.27M -$670K -9,095 -35%
CPO
34
Cerity Partners OCIO
New York
$1.14M -$6.19K -84 -0.5%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.05M -$1.22M -16,566 -54%
GAM
36
Garrison Asset Management
Arkansas
$1.03M -$6.27K -85 -0.6%
Jane Street
37
Jane Street
New York
$1.01M -$1.35M -18,274 -57%
RCAG
38
Rehmann Capital Advisory Group
Michigan
$943K -$617K -8,370 -40%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$926K -$228K -3,088 -20%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$921K -$246K -3,330 -21%
CA
41
Cetera Advisors
Colorado
$920K +$87.3K +1,185 +10%
RJA
42
Raymond James & Associates
Florida
$912K -$54.7K -742 -6%
SIAS
43
Shine Investment Advisory Services
Colorado
$898K – – –
B
44
Barings
North Carolina
$824K – – –
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$819K -$20.3K -275 -2%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$795K -$39.9K -541 -5%
KLI
47
Kelman-Lazarov Inc
Tennessee
$708K -$31K -420 -4%
IFWM
48
Institute for Wealth Management
Colorado
$700K -$8.48K -115 -1%
AIP
49
Ahrens Investment Partners
Louisiana
$674K – – –
TRCT
50
Tower Research Capital (TRC)
New York
$666K -$316K -4,290 -32%
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