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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

126 hedge funds and large institutions have $240M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
29
Reduced
47
Closed
8
Calls
$3.02M
Puts
$482K
Net Calls
+$2.54M
Net Calls Change
+$1.38M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.78M
2
SG Americas Securities
2
SG Americas Securities
New York
$1.69M
3
SHGA
3
Sand Hill Global Advisors
California
$1.15M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.09M
5
JFA
5
JNBA Financial Advisors
Minnesota
$433K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.6M
2
Bank of America
2
Bank of America
North Carolina
$35.3M
3
UBS Group
3
UBS Group
Switzerland
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.7M
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
51
Biondo Investment Advisors
Pennsylvania
$700K +$401 +5 +0.1%
LFAS
52
Level Four Advisory Services
Texas
$693K +$693K +8,627 New
MFS
53
MSI Financial Services
Massachusetts
$681K -$41.8K -521 -6%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$661K -$196K -2,434 -23%
HWA
55
HCR Wealth Advisors
California
$647K +$647K +8,050 New
CAN
56
Cetera Advisor Networks
California
$644K -$398K -4,951 -38%
HCM
57
Hollencrest Capital Management
California
$578K – – –
LNC
58
Lincoln National Corp
Pennsylvania
$574K -$108K -1,348 -16%
ANB
59
Amarillo National Bank
Texas
$565K – – –
Wolverine Trading
60
Wolverine Trading
Illinois
$532K +$249K +3,101 +88%
SC
61
SouthState Corp
Florida
$520K +$85.1K +1,060 +20%
Chevy Chase Trust
62
Chevy Chase Trust
Maryland
$494K -$83.4K -1,038 -14%
AAS
63
Annex Advisory Services
Wisconsin
$481K -$15.7K -195 -3%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$468K -$17.4K -217 -4%
GHA
65
GW Henssler & Associates
Georgia
$467K +$14.5K +181 +3%
EAM
66
Evanson Asset Management
California
$459K – – –
AA
67
Ancora Advisors
Ohio
$434K – – –
SE
68
Summit Equities
New Jersey
$433K – – –
JFA
69
JNBA Financial Advisors
Minnesota
$433K +$433K +5,395 New
VKH
70
Virtu KCG Holdings
New York
$430K +$430K +5,352 New
PAS
71
Partnervest Advisory Services
California
$420K +$10.4K +130 +3%
SPC
72
Sigma Planning Corp
Michigan
$394K -$7.71K -96 -2%
RJT
73
Raymond James Trust
Florida
$391K – – –
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$387K -$241 -3 -0.1%
IA
75
IFP Advisors
Florida
$380K +$80 +1 +0%
1 2
3
4 5