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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

93 hedge funds and large institutions have $261M invested in WisdomTree US AI Enhanced Value Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
7
Increased
30
Reduced
30
Closed
4
Calls
$903K
Puts
–
Net Calls
+$903K
Net Calls Change
+$903K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$3.3M
3
PI
Placemark Investments
Illinois
$5.03M
4
Goldman Sachs
Goldman Sachs
New York
$1.3M
5
MFS
MSI Financial Services
Massachusetts
$788K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19K
2
U
UBS
Switzerland
$32.3M
3
GI
Gradient Investments
Minnesota
$262K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.55M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
51
Chatham Capital Group
Georgia
$687K – – –
CIC
52
Cutler Investment Counsel
Oregon
$684K +$172K +2,708 +34%
FAAS
53
First Allied Advisory Services
California
$672K +$93.8K +1,475 +16%
WT
54
Washington Trust
Rhode Island
$632K – – –
SEIA
55
Signature Estate & Investment Advisors
California
$549K +$73.9K +1,162 +16%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$518K +$41.4K +650 +9%
CBU
57
CIBC Bank USA
Illinois
$490K -$86K -1,350 -15%
Comerica Bank
58
Comerica Bank
Texas
$458K +$458K +7,188 New
ANB
59
Amarillo National Bank
Texas
$447K – – –
FNBT
60
FineMark National Bank & Trust
Florida
$371K +$78.2K +1,227 +27%
DG
61
Davidson & Garrard
Virginia
$369K – – –
SB
62
Suntrust Banks
Georgia
$351K – – –
SCM
63
SOL Capital Management
Maryland
$349K +$349K +5,485 New
AA
64
Ancora Advisors
Ohio
$344K – – –
HighTower Advisors
65
HighTower Advisors
Illinois
$313K -$1.28M -20,178 -80%
SBH
66
Segall Bryant & Hamill
Illinois
$288K -$47.7K -750 -14%
GI
67
Gradient Investments
Minnesota
$262K -$5.56M -87,425 -95%
MFO
68
Marcuard Family Office
Switzerland
$255K – – –
NPC
69
National Planning Corporation
California
$227K +$227K +3,548 New
WPIC
70
White Pine Investment Company
Michigan
$220K +$220K +3,468 New
BIA
71
Biondo Investment Advisors
Pennsylvania
$215K +$215K +3,385 New
NES
72
New England Securities
New York
$164K +$156K +2,450 +2,042%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$155K -$3.31K -52 -2%
PAS
74
Partnervest Advisory Services
California
$125K -$3.82K -60 -3%
FANJ
75
Financial Architects (New Jersey)
New Jersey
$106K – – –
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