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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $155M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
30
Reduced
47
Closed
12
Calls
$575K
Puts
–
Net Calls
+$575K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.31M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.96M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.24M
4
FFN
4
Focus Financial Network
Minnesota
$847K
5
PFS
5
Prospera Financial Services
Texas
$1.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.4M
2
CAN
2
Cetera Advisor Networks
California
$2.13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
HCP
5
Holt Capital Partners
Texas
$4.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCPWM
26
Traverso Chambers Private Wealth Management
California
$1.58M +$283 +3 +0%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.24M +$971K +10,292 +360%
CPO
28
Cerity Partners OCIO
New York
$1.24M -$193K -2,051 -14%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.21M -$69.3K -735 -5%
PFS
30
Prospera Financial Services
Texas
$1.15M +$611K +6,474 +113%
RJA
31
Raymond James & Associates
Florida
$1.06M +$6.51K +69 +0.6%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.04M +$1.23K +13 +0.1%
SFG
33
StrategIQ Financial Group
Indiana
$1M -$145K -1,535 -13%
KAS
34
Kestra Advisory Services
Texas
$969K -$278K -2,952 -22%
GAM
35
Garrison Asset Management
Arkansas
$941K -$51.4K -545 -5%
IFWM
36
Institute for Wealth Management
Colorado
$895K – – –
WB
37
Webster Bank
Connecticut
$891K -$143K -1,520 -14%
BIA
38
Biondo Investment Advisors
Pennsylvania
$891K +$38.9K +413 +5%
KLI
39
Kelman-Lazarov Inc
Tennessee
$881K -$20.6K -218 -2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$859K -$177K -1,880 -17%
FFN
41
Focus Financial Network
Minnesota
$847K +$847K +8,981 New
AIP
42
Ahrens Investment Partners
Louisiana
$831K -$14.1K -150 -2%
FHB
43
First Hawaiian Bank
Hawaii
$820K – – –
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$784K -$3.68K -39 -0.5%
US Bancorp
45
US Bancorp
Minnesota
$752K -$16.6K -176 -2%
SWM
46
Spire Wealth Management
Virginia
$738K +$738K +7,825 New
ANB
47
Amarillo National Bank
Texas
$663K – – –
DWP
48
Destiny Wealth Partners
Florida
$577K – – –
MML Investors Services
49
MML Investors Services
Massachusetts
$550K -$42.5K -451 -7%
MCWS
50
McKinley Carter Wealth Services
West Virginia
$523K – – –
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