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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

115 hedge funds and large institutions have $231M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
8
Increased
37
Reduced
40
Closed
8
Calls
$1.65M
Puts
$495K
Net Calls
+$1.16M
Net Calls Change
+$939K

Top Buyers

1
FIG
1
FundX Investment Group
California
$3.79M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$897K
3
Ameriprise
3
Ameriprise
Minnesota
$3.44M
4
CAN
4
Cetera Advisor Networks
California
$1.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.11M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$930K
3
Wells Fargo
3
Wells Fargo
California
$21.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
51
Chevy Chase Trust
Maryland
$564K -$3.53K -45 -0.6%
ANB
52
Amarillo National Bank
Texas
$552K – – –
AAS
53
Annex Advisory Services
Wisconsin
$486K -$37.8K -481 -7%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$475K +$19.6K +250 +4%
EAM
55
Evanson Asset Management
California
$449K – – –
GHA
56
GW Henssler & Associates
Georgia
$443K -$36.7K -467 -8%
SC
57
SouthState Corp
Florida
$426K -$5.82K -74 -1%
AA
58
Ancora Advisors
Ohio
$424K – – –
SE
59
Summit Equities
New Jersey
$423K -$31.4K -400 -7%
IUHSA
60
Itau Unibanco Holding S.A.
Brazil
$421K +$421K +5,363 New
PAG
61
Private Advisor Group
New Jersey
$411K +$45K +581 +12%
MCM
62
Mengis Capital Management
Oregon
$406K +$78 +1 +0%
M&T Bank
63
M&T Bank
New York
$400K +$6.37K +81 +2%
PAS
64
Partnervest Advisory Services
California
$400K +$65.3K +832 +20%
SPC
65
Sigma Planning Corp
Michigan
$393K – – –
Creative Planning
66
Creative Planning
Kansas
$387K +$54.3K +691 +16%
SBH
67
Segall Bryant & Hamill
Illinois
$385K – – –
RJT
68
Raymond James Trust
Florida
$383K – – –
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$379K +$15.1K +192 +4%
IA
70
IFP Advisors
Florida
$372K +$79 +1 +0%
BTS
71
BB&T Securities
Virginia
$353K – – –
Mariner
72
Mariner
Kansas
$316K +$37.7K +481 +14%
SCM
73
SOL Capital Management
Maryland
$310K – – –
BHB
74
Bank Hapoalim BM
Israel
$295K – – –
AFG
75
Albion Financial Group
Utah
$290K -$5.51K -70 -2%
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3
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