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WisdomTree US AI Enhanced Value Fund
AIVL

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

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

83% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 23

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

8% more funds holding

Funds holding: 93 → 100 (+7)

4% more capital invested

Capital invested by funds: $261M → $272M (+$10.9M)

0.22% less ownership

Funds ownership: 23.94% → 23.72% (-0.22%)

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

Rank Fund Capital Flow
1
DS
DRW Securities
Illinois
+$3.23M
2
U
UBS
Switzerland
+$1.28M
3
LIA
LBMC Investment Advisors
Tennessee
+$1.01M
4
VF
Virtu Financial
New York
+$921K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$870K

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$15.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$5.6M
3
Bank of America
Bank of America
North Carolina
-$2.77M
4
BII
Baring International Investment
United Kingdom
-$1.51M
5
TNBTD
Trustmark National Bank Trust Department
Mississippi
-$827K
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
51
Evanson Asset Management
California
$711K +$687K +10,333 New
ICOA
52
Investment Centers of America
North Dakota
$683K -$261K -3,930 -27%
WT
53
Washington Trust
Rhode Island
$683K – – –
SEIA
54
Signature Estate & Investment Advisors
California
$625K +$29.8K +448 +5%
Deutsche Bank
55
Deutsche Bank
Germany
$596K -$687K -10,331 -54%
BHB
56
Bank Hapoalim BM
Israel
$585K +$566K +8,504 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$578K +$18.4K +277 +3%
CBU
58
CIBC Bank USA
Illinois
$529K – – –
ANB
59
Amarillo National Bank
Texas
$484K – – –
TCOV
60
Trust Company of Vermont
Vermont
$402K +$389K +5,850 New
DG
61
Davidson & Garrard
Virginia
$399K – – –
FNBT
62
FineMark National Bank & Trust
Florida
$381K -$19.2K -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 -$6.32K -95 -2%
SBH
67
Segall Bryant & Hamill
Illinois
$318K +$6.65K +100 +2%
WPIC
68
White Pine Investment Company
Michigan
$301K +$60.4K +908 +26%
MFO
69
Marcuard Family Office
Switzerland
$275K – – –
BIA
70
Biondo Investment Advisors
Pennsylvania
$258K +$23.9K +360 +11%
NPC
71
National Planning Corporation
California
$244K +$1.26K +19 +0.5%
PAG
72
Private Advisor Group
New Jersey
$234K +$227K +3,406 New
GI
73
Gradient Investments
Minnesota
$217K -$64.6K -971 -24%
CA
74
Cetera Advisors
Colorado
$217K +$211K +3,173 New
RW
75
Rand Wealth
Maryland
$206K +$199K +2,993 New
1 2
3
4 5

AIVL Hedge Fund Activity: Q4 2013 in Review

100 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2013, worth a combined $272M — up 4.2% from $261M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AIVL positions and 5 closed out — a net gain of 8 holders — while 42 added to existing stakes and 23 trimmed.

The largest buyer was DRW Securities, adding an estimated $3.23M. The largest seller was SG Americas Securities, cutting an estimated $15.1M.

  • 100 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2013, up from 93 in Q3 2013.
  • Funds reported $272M of WisdomTree US AI Enhanced Value Fund stock for Q4 2013, up 4.2% quarter-over-quarter.
  • 13 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2013 and 5 closed out, a net change of +8 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2013 was DRW Securities, an estimated $3.23M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2013 was SG Americas Securities, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2013.