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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

115 hedge funds and large institutions have $232M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
9
Increased
17
Reduced
52
Closed
9
Calls
$1.67M
Puts
$8.16M
Net Calls
-$6.5M
Net Calls Change
-$4.16M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$30M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.37M
3
RCG
3
Ruggie Capital Group
Florida
$851K
4
LNC
4
Lincoln National Corp
Pennsylvania
$603K
5
LPL Financial
5
LPL Financial
California
$8.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.7M
2
TCM
2
Twele Capital Management
Minnesota
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$404K
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$530K -$32.2K -426 -6%
ANB
52
Amarillo National Bank
Texas
$530K – – –
CA
53
Cetera Advisors
Colorado
$483K +$100K +1,328 +26%
FNBT
54
FineMark National Bank & Trust
Florida
$468K – – –
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$449K -$24.8K -329 -5%
SE
56
Summit Equities
New Jersey
$436K – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$433K -$249K -3,296 -36%
EAM
58
Evanson Asset Management
California
$431K – – –
AA
59
Ancora Advisors
Ohio
$407K – – –
Citadel Advisors
60
Citadel Advisors
Florida
$404K -$2.68M -35,564 -87%
RJT
61
Raymond James Trust
Florida
$395K – – –
PAS
62
Partnervest Advisory Services
California
$395K +$57.9K +767 +17%
SBH
63
Segall Bryant & Hamill
Illinois
$392K -$67.9K -900 -15%
ACI
64
Alpha Cubed Investments
California
$391K -$54.6K -725 -12%
MCM
65
Mengis Capital Management
Oregon
$389K +$75 +1 +0%
GHA
66
GW Henssler & Associates
Georgia
$387K -$55.2K -731 -12%
FAAS
67
First Allied Advisory Services
California
$359K -$23.9K -316 -6%
VFS
68
VSR Financial Services
Kansas
$357K -$14.5K -193 -4%
BTS
69
BB&T Securities
Virginia
$339K -$113K -1,500 -25%
Creative Planning
70
Creative Planning
Kansas
$320K -$5.44K -72 -2%
HighTower Advisors
71
HighTower Advisors
Illinois
$309K -$112K -1,501 -27%
William Blair & Company
72
William Blair & Company
Illinois
$301K – – –
SCM
73
SOL Capital Management
Maryland
$298K – – –
SPC
74
Sigma Planning Corp
Michigan
$288K -$9.05K -120 -3%
BHB
75
Bank Hapoalim BM
Israel
$283K – – –
1 2
3
4 5