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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

113 hedge funds and large institutions have $306M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
113
Holders Change
+9
Holders Change %
+8.65%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
14
Increased
40
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Chevy Chase Trust
1
Chevy Chase Trust
Maryland
$10.7M
2
Bank of America
2
Bank of America
North Carolina
$25.7M
3
Jane Street
3
Jane Street
New York
$6.93M
4
Morgan Stanley
4
Morgan Stanley
New York
$38.8M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.5M

Top Sellers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$9.38M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.25M
3
Goldman Sachs
3
Goldman Sachs
New York
$515K
4
SG Americas Securities
4
SG Americas Securities
New York
$2.13M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
51
Johnson Investment Counsel
Ohio
$842K – – –
EAM
52
Evanson Asset Management
California
$764K -$3.03K -41 -0.4%
ALA
53
Atherton Lane Advisers
California
$731K +$731K +9,885 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$717K +$50.5K +683 +8%
ICOA
55
Investment Centers of America
North Dakota
$687K -$389K -5,285 -36%
Ameriprise
56
Ameriprise
Minnesota
$683K -$3.84K -52 -0.6%
CBU
57
CIBC Bank USA
Illinois
$569K – – –
HCM
58
Hollencrest Capital Management
California
$532K – – –
ANB
59
Amarillo National Bank
Texas
$520K – – –
Goldman Sachs
60
Goldman Sachs
New York
$515K -$2.63M -35,566 -84%
BHB
61
Bank Hapoalim BM
Israel
$497K -$50.9K -689 -9%
Deutsche Bank
62
Deutsche Bank
Germany
$458K -$23.2K -314 -5%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$440K -$318K -4,309 -42%
SE
64
Summit Equities
New Jersey
$427K – – –
SBH
65
Segall Bryant & Hamill
Illinois
$423K +$44.3K +600 +12%
DWM
66
Destination Wealth Management
California
$413K +$43.3K +586 +12%
FNBT
67
FineMark National Bank & Trust
Florida
$409K +$74 +1 +0%
SB
68
Suntrust Banks
Georgia
$407K – – –
AFG
69
Albion Financial Group
Utah
$406K +$21.8K +295 +6%
BIA
70
Biondo Investment Advisors
Pennsylvania
$405K +$48K +650 +13%
AA
71
Ancora Advisors
Ohio
$399K – – –
HIS
72
Horizon Investment Services
Indiana
$381K +$72.4K +979 +23%
SCM
73
SOL Capital Management
Maryland
$379K -$25.8K -350 -6%
NPC
74
National Planning Corporation
California
$376K +$113K +1,525 +43%
GHA
75
GW Henssler & Associates
Georgia
$343K +$343K +4,643 New
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3
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