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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

100 hedge funds and large institutions have $272M invested in WisdomTree US AI Enhanced Value Fund in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
13
Increased
42
Reduced
23
Closed
5
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
-$573K

Top Buyers

1
DS
1
DRW Securities
Illinois
$4.38M
2
U
2
UBS
Switzerland
$36.2M
3
LIA
3
LBMC Investment Advisors
Tennessee
$2.02M
4
VF
4
Virtu Financial
New York
$3.21M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.75M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$2.59M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.52M
3
Bank of America
3
Bank of America
North Carolina
$16.6M
4
BII
4
Baring International Investment
United Kingdom
$0
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
51
Evanson Asset Management
California
$711K +$711K +10,333 New
ICOA
52
Investment Centers of America
North Dakota
$683K -$251K -3,930 -27%
WT
53
Washington Trust
Rhode Island
$683K – – –
SEIA
54
Signature Estate & Investment Advisors
California
$625K +$30.8K +448 +5%
Deutsche Bank
55
Deutsche Bank
Germany
$596K -$710K -10,331 -54%
BHB
56
Bank Hapoalim BM
Israel
$585K +$585K +8,504 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$578K +$19K +277 +3%
CBU
58
CIBC Bank USA
Illinois
$529K – – –
ANB
59
Amarillo National Bank
Texas
$484K – – –
TCOV
60
Trust Company of Vermont
Vermont
$402K +$402K +5,850 New
DG
61
Davidson & Garrard
Virginia
$399K – – –
FNBT
62
FineMark National Bank & Trust
Florida
$381K -$19.8K -288 -5%
SB
63
Suntrust Banks
Georgia
$379K – – –
SCM
64
SOL Capital Management
Maryland
$377K – – –
AA
65
Ancora Advisors
Ohio
$371K – – –
HighTower Advisors
66
HighTower Advisors
Illinois
$332K -$6.54K -95 -2%
SBH
67
Segall Bryant & Hamill
Illinois
$318K +$6.88K +100 +2%
WPIC
68
White Pine Investment Company
Michigan
$301K +$62.5K +908 +26%
MFO
69
Marcuard Family Office
Switzerland
$275K – – –
BIA
70
Biondo Investment Advisors
Pennsylvania
$258K +$24.8K +360 +11%
NPC
71
National Planning Corporation
California
$244K +$1.3K +19 +0.5%
PAG
72
Private Advisor Group
New Jersey
$234K +$234K +3,406 New
GI
73
Gradient Investments
Minnesota
$217K -$66.8K -971 -24%
CA
74
Cetera Advisors
Colorado
$217K +$217K +3,173 New
RW
75
Rand Wealth
Maryland
$206K +$206K +2,993 New
1 2
3
4 5