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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $137M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 51 reducing their positions, and 6 closing their positions.

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
30
Reduced
51
Closed
6
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$227K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$2.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.39M
3
TYCC
3
Texas Yale Capital Corp
Florida
$775K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.9M
5
JWS
5
Juncture Wealth Strategies
Arizona
$472K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.05M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$7.78M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.54M
4
Citadel Advisors
4
Citadel Advisors
Florida
$739K
5
Morgan Stanley
5
Morgan Stanley
New York
$9.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.83M +$9.31K +99 +0.5%
NFG
27
Nadler Financial Group
Illinois
$1.71M -$111K -1,185 -6%
TCPWM
28
Traverso Chambers Private Wealth Management
California
$1.55M -$23.9K -254 -2%
PFS
29
Prospera Financial Services
Texas
$1.52M -$2.07K -22 -0.1%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$1.29M +$47.2K +502 +4%
CPO
31
Cerity Partners OCIO
New York
$1.22M -$10.1K -107 -0.8%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$1.03M -$27K -287 -3%
RJA
33
Raymond James & Associates
Florida
$1.02M -$7.52K -80 -0.7%
FHB
34
First Hawaiian Bank
Hawaii
$943K +$38.1K +405 +4%
GAM
35
Garrison Asset Management
Arkansas
$915K -$20.6K -219 -2%
IFWM
36
Institute for Wealth Management
Colorado
$892K – – –
WB
37
Webster Bank
Connecticut
$888K – – –
BIA
38
Biondo Investment Advisors
Pennsylvania
$870K +$48.9K +520 +6%
KAS
39
Kestra Advisory Services
Texas
$840K -$393K -4,179 -32%
Goldman Sachs
40
Goldman Sachs
New York
$839K +$232K +2,463 +38%
SFG
41
StrategIQ Financial Group
Indiana
$830K -$71.6K -762 -8%
FFN
42
Focus Financial Network
Minnesota
$814K +$3.38K +36 +0.4%
AIP
43
Ahrens Investment Partners
Louisiana
$810K -$18.8K -200 -2%
KLI
44
Kelman-Lazarov Inc
Tennessee
$797K – – –
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$776K +$207K +2,206 +36%
TYCC
46
Texas Yale Capital Corp
Florida
$775K +$775K +8,250 New
US Bancorp
47
US Bancorp
Minnesota
$750K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$749K +$221K +2,356 +42%
MML Investors Services
49
MML Investors Services
Massachusetts
$746K -$224K -2,386 -23%
Citadel Advisors
50
Citadel Advisors
Florida
$739K -$779K -8,284 -51%
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