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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $233M invested in WisdomTree US AI Enhanced Value Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+10
Holders Change %
+9.43%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
19
Increased
19
Reduced
48
Closed
9
Calls
$1.18M
Puts
$3.52M
Net Calls
-$2.33M
Net Calls Change
-$1.89M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.88M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.5M
5
Ameriprise
5
Ameriprise
Minnesota
$2.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$230K
2
TCM
2
Twele Capital Management
Minnesota
$3.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.2M
4
UBS Group
4
UBS Group
Switzerland
$15.3M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$522K -$56.1K -800 -10%
HCM
52
Hollencrest Capital Management
California
$506K – – –
ANB
53
Amarillo National Bank
Texas
$494K – – –
VKH
54
Virtu KCG Holdings
New York
$469K -$78.8K -1,121 -14%
BIA
55
Biondo Investment Advisors
Pennsylvania
$458K -$13.4K -190 -3%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$442K -$10.3K -146 -2%
Stifel Financial
57
Stifel Financial
Missouri
$436K -$78.3K -1,114 -15%
FNBT
58
FineMark National Bank & Trust
Florida
$436K – – –
SBH
59
Segall Bryant & Hamill
Illinois
$429K – – –
BTS
60
BB&T Securities
Virginia
$421K – – –
ACI
61
Alpha Cubed Investments
California
$416K -$28.8K -410 -6%
GHA
62
GW Henssler & Associates
Georgia
$412K -$41K -583 -9%
SE
63
Summit Equities
New Jersey
$407K – – –
EAM
64
Evanson Asset Management
California
$401K – – –
HighTower Advisors
65
HighTower Advisors
Illinois
$397K -$63K -897 -14%
AA
66
Ancora Advisors
Ohio
$380K – – –
RJT
67
Raymond James Trust
Florida
$368K – – –
MCM
68
Mengis Capital Management
Oregon
$363K +$211 +3 +0.1%
CIBC World Market
69
CIBC World Market
Ontario, Canada
$360K +$360K +5,121 New
FAAS
70
First Allied Advisory Services
California
$356K -$117K -1,668 -25%
CA
71
Cetera Advisors
Colorado
$355K +$355K +5,056 New
VFS
72
VSR Financial Services
Kansas
$346K – – –
PAS
73
Partnervest Advisory Services
California
$314K +$28.8K +410 +10%
Creative Planning
74
Creative Planning
Kansas
$303K -$12.5K -178 -4%
NPC
75
National Planning Corporation
California
$291K +$291K +4,255 New
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