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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

104 hedge funds and large institutions have $271M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
13
Increased
37
Reduced
31
Closed
9
Calls
$3.34M
Puts
–
Net Calls
+$3.34M
Net Calls Change
+$3.01M

Top Buyers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$17.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.2M
3
BII
3
Baring International Investment
United Kingdom
$2.06M
4
VKH
4
Virtu KCG Holdings
New York
$1.8M
5
RJA
5
Raymond James & Associates
Florida
$1.35M

Top Sellers

1
DS
1
DRW Securities
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$32.7M
3
Wells Fargo
3
Wells Fargo
California
$23.7M
4
VF
4
Virtu Financial
New York
$0
5
SC
5
SouthState Corp
Florida
$2.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$721K -$303K -4,314 -30%
Ameriprise
52
Ameriprise
Minnesota
$653K -$2.32M -33,066 -78%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$633K +$42.3K +602 +7%
Stifel Financial
54
Stifel Financial
Missouri
$586K +$586K +8,343 New
CBU
55
CIBC Bank USA
Illinois
$541K – – –
BHB
56
Bank Hapoalim BM
Israel
$521K -$76.2K -1,085 -13%
HCM
57
Hollencrest Capital Management
California
$506K -$1.19M -16,910 -70%
ANB
58
Amarillo National Bank
Texas
$494K – – –
Deutsche Bank
59
Deutsche Bank
Germany
$457K -$151K -2,159 -25%
SE
60
Summit Equities
New Jersey
$407K +$407K +5,787 New
FNBT
61
FineMark National Bank & Trust
Florida
$389K +$70 +1 +0%
SB
62
Suntrust Banks
Georgia
$387K – – –
SCM
63
SOL Capital Management
Maryland
$385K – – –
AA
64
Ancora Advisors
Ohio
$379K – – –
AFG
65
Albion Financial Group
Utah
$366K +$366K +5,205 New
SBH
66
Segall Bryant & Hamill
Illinois
$360K +$35.1K +500 +11%
DG
67
Davidson & Garrard
Virginia
$351K -$56.2K -800 -14%
DWM
68
Destination Wealth Management
California
$351K +$351K +5,000 New
BIA
69
Biondo Investment Advisors
Pennsylvania
$339K +$76.2K +1,085 +29%
HighTower Advisors
70
HighTower Advisors
Illinois
$311K -$28.2K -401 -8%
HIS
71
Horizon Investment Services
Indiana
$299K +$299K +4,174 New
MFO
72
Marcuard Family Office
Switzerland
$281K – – –
NES
73
New England Securities
New York
$256K +$48.1K +686 +23%
NPC
74
National Planning Corporation
California
$252K +$71 +1 +0%
GI
75
Gradient Investments
Minnesota
$233K +$11.9K +169 +5%
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