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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

122 hedge funds and large institutions have $218M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
6
Increased
35
Reduced
50
Closed
8
Calls
$1.01M
Puts
$570K
Net Calls
+$437K
Net Calls Change
-$2.1M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$8.06M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.15M
3
Credit Agricole
3
Credit Agricole
France
$1.36M
4
CAN
4
Cetera Advisor Networks
California
$1.77M
5
BF
5
Blankinship & Foster
California
$701K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.6M
2
ODCM
2
Old Dominion Capital Management
Virginia
$0
3
FIG
3
FundX Investment Group
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$985K
5
Citadel Advisors
5
Citadel Advisors
Florida
$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
SII Investments
Wisconsin
$694K -$153K -1,840 -18%
BIA
52
Biondo Investment Advisors
Pennsylvania
$686K +$13.5K +175 +2%
HWA
53
HCR Wealth Advisors
California
$665K – – –
Bank of New York Mellon
54
Bank of New York Mellon
New York
$628K -$51.1K -619 -8%
HCM
55
Hollencrest Capital Management
California
$594K – – –
ANB
56
Amarillo National Bank
Texas
$580K – – –
SC
57
SouthState Corp
Florida
$530K -$4.54K -55 -0.8%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$501K +$19.2K +233 +4%
AAS
59
Annex Advisory Services
Wisconsin
$492K -$1.82K -22 -0.4%
LFAS
60
Level Four Advisory Services
Texas
$479K -$229K -2,792 -32%
GHA
61
GW Henssler & Associates
Georgia
$471K -$9.08K -110 -2%
EAM
62
Evanson Asset Management
California
$471K – – –
AA
63
Ancora Advisors
Ohio
$446K – – –
JFA
64
JNBA Financial Advisors
Minnesota
$445K – – –
Citadel Advisors
65
Citadel Advisors
Florida
$444K -$1.7M -20,612 -79%
Koshinski Asset Management
66
Koshinski Asset Management
Illinois
$443K +$45.3K +549 +11%
PAG
67
Private Advisor Group
New Jersey
$438K +$72.9K +888 +20%
Chevy Chase Trust
68
Chevy Chase Trust
Maryland
$427K -$78.7K -957 -16%
SE
69
Summit Equities
New Jersey
$423K -$21.5K -261 -5%
SPC
70
Sigma Planning Corp
Michigan
$403K -$2.64K -32 -0.7%
RJT
71
Raymond James Trust
Florida
$395K -$7.52K -91 -2%
IA
72
IFP Advisors
Florida
$391K +$83 +1 +0%
IUHSA
73
Itau Unibanco Holding S.A.
Brazil
$371K -$3.79K -46 -1%
BTS
74
BB&T Securities
Virginia
$371K – – –
Goldman Sachs
75
Goldman Sachs
New York
$362K -$2.65K -32 -0.7%
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3
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