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WisdomTree US AI Enhanced Value Fund

130 hedge funds and large institutions have $138M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
32
Reduced
45
Closed
13
Calls
$586K
Puts
Net Calls
+$586K
Net Calls Change
+$164K
Name Holding Trade Value Shares
Change
Shares
Change %
TCPWM
26
Traverso Chambers Private Wealth Management
California
$1.4M -$57.9K -692 -4%
CPO
27
Cerity Partners OCIO
New York
$1.27M +$27.9K +333 +2%
FGAM
28
Financial Gravity Asset Management
Texas
$1.27M +$1.27M +15,099 New
Citadel Advisors
29
Citadel Advisors
Florida
$1.14M +$1.14M +13,610 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.14M +$48.3K +577 +4%
KAS
31
Kestra Advisory Services
Texas
$1.1M +$103K +1,233 +10%
CA
32
Cetera Advisors
Colorado
$1.05M +$13.1K +156 +1%
SFG
33
StrategIQ Financial Group
Indiana
$1.02M -$271K -3,239 -21%
RJA
34
Raymond James & Associates
Florida
$931K -$33.1K -395 -3%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$920K -$1.81M -21,586 -66%
WB
36
Webster Bank
Connecticut
$919K -$251K -2,992 -21%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$918K +$921 +11 +0.1%
GAM
38
Garrison Asset Management
Arkansas
$882K -$276K -3,295 -24%
KLI
39
Kelman-Lazarov Inc
Tennessee
$801K
IFWM
40
Institute for Wealth Management
Colorado
$794K
BIA
41
Biondo Investment Advisors
Pennsylvania
$757K -$11.3K -135 -1%
AIP
42
Ahrens Investment Partners
Louisiana
$751K -$14.2K -170 -2%
FHB
43
First Hawaiian Bank
Hawaii
$728K +$39.3K +470 +6%
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$699K -$125K -1,495 -15%
US Bancorp
45
US Bancorp
Minnesota
$683K
ANB
46
Amarillo National Bank
Texas
$589K
MML Investors Services
47
MML Investors Services
Massachusetts
$526K +$68.9K +823 +15%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$523K +$172K +2,054 +49%
DWP
49
Destiny Wealth Partners
Florida
$512K +$512K +6,120 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$491K