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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

124 hedge funds and large institutions have $135M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
51
Closed
17
Calls
$422K
Puts
–
Net Calls
+$422K
Net Calls Change
-$124K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.46M
2
WB
Webster Bank
Connecticut
$1.05M
3
AAS
Avantax Advisory Services
Texas
$299K
4
GHA
GW Henssler & Associates
Georgia
$2.01M
5
WPIC
White Pine Investment Company
Michigan
$1.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
AI
Atria Investments
North Carolina
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$119K
4
BSAM
Blue Sky Asset Management
Colorado
$1.99M
5
AWM
AE Wealth Management
Kansas
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPIC
26
White Pine Investment Company
Michigan
$1.78M +$134K +1,771 +8%
CFA
27
Cahill Financial Advisors
Minnesota
$1.71M -$13.1K -174 -0.8%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$1.31M -$93.4K -1,238 -7%
AWM
29
AE Wealth Management
Kansas
$1.18M -$1.35M -17,849 -53%
SFG
30
StrategIQ Financial Group
Indiana
$1.16M -$139K -1,837 -11%
CPO
31
Cerity Partners OCIO
New York
$1.12M -$43.9K -582 -4%
SS
32
Simplicity Solutions
Minnesota
$1.11M -$1.31M -17,374 -54%
WB
33
Webster Bank
Connecticut
$1.05M +$1.05M +13,962 New
GAM
34
Garrison Asset Management
Arkansas
$1.04M -$9.43K -125 -0.9%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$980K +$32.1K +425 +3%
CA
36
Cetera Advisors
Colorado
$931K -$10.6K -140 -1%
KAS
37
Kestra Advisory Services
Texas
$904K +$904K +11,991 New
RJA
38
Raymond James & Associates
Florida
$868K -$64.4K -855 -7%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$826K -$11.7K -155 -1%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$787K -$155K -2,060 -16%
SIAS
41
Shine Investment Advisory Services
Colorado
$776K -$143K -1,901 -16%
KLI
42
Kelman-Lazarov Inc
Tennessee
$721K -$3.17K -42 -0.4%
IFWM
43
Institute for Wealth Management
Colorado
$716K – – –
BIA
44
Biondo Investment Advisors
Pennsylvania
$692K +$17.1K +227 +3%
AIP
45
Ahrens Investment Partners
Louisiana
$689K – – –
FHB
46
First Hawaiian Bank
Hawaii
$621K +$25.2K +334 +4%
US Bancorp
47
US Bancorp
Minnesota
$615K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$599K -$81.7K -1,084 -12%
GFS
49
GYL Financial Synergies
Connecticut
$549K -$120K -1,589 -18%
HCM
50
Hollencrest Capital Management
California
$543K – – –
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