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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $239M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
35
Reduced
38
Closed
9
Calls
$1.64M
Puts
$1.43M
Net Calls
+$216K
Net Calls Change
+$6.71M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$41.4M
2
Jane Street
2
Jane Street
New York
$2.38M
3
FIG
3
FundX Investment Group
California
$2.09M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$898K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.3M
3
Wells Fargo
3
Wells Fargo
California
$23M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
51
Hollencrest Capital Management
California
$555K – – –
ANB
52
Amarillo National Bank
Texas
$542K – – –
AAS
53
Annex Advisory Services
Wisconsin
$514K -$58.9K -763 -10%
GHA
54
GW Henssler & Associates
Georgia
$471K +$75.6K +979 +19%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$447K +$4.78K +62 +1%
SE
56
Summit Equities
New Jersey
$446K – – –
EAM
57
Evanson Asset Management
California
$440K – – –
SC
58
SouthState Corp
Florida
$423K -$121K -1,570 -22%
CAN
59
Cetera Advisor Networks
California
$417K -$123K -1,600 -23%
AA
60
Ancora Advisors
Ohio
$416K – – –
MCM
61
Mengis Capital Management
Oregon
$398K +$154 +2 +0%
SPC
62
Sigma Planning Corp
Michigan
$386K +$91.3K +1,184 +31%
M&T Bank
63
M&T Bank
New York
$386K +$121K +1,564 +45%
SBH
64
Segall Bryant & Hamill
Illinois
$378K -$23.1K -300 -6%
RJT
65
Raymond James Trust
Florida
$375K -$28.8K -374 -7%
PAG
66
Private Advisor Group
New Jersey
$365K +$132K +1,707 +57%
IA
67
IFP Advisors
Florida
$365K +$335K +4,343 +1,114%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$357K +$357K +4,628 New
BTS
69
BB&T Securities
Virginia
$347K – – –
PAS
70
Partnervest Advisory Services
California
$329K -$74.9K -971 -19%
Creative Planning
71
Creative Planning
Kansas
$327K – – –
JFA
72
JNBA Financial Advisors
Minnesota
$325K +$78.9K +1,024 +32%
HighTower Advisors
73
HighTower Advisors
Illinois
$323K +$5.51K +72 +2%
SCM
74
SOL Capital Management
Maryland
$304K – – –
William Blair & Company
75
William Blair & Company
Illinois
$300K -$7.7K -100 -3%
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3
4 5