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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

126 hedge funds and large institutions have $209M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
32
Reduced
48
Closed
7
Calls
$749K
Puts
$494K
Net Calls
+$255K
Net Calls Change
-$182K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.06M
2
Jane Street
2
Jane Street
New York
$2.71M
3
PAG
3
Private Advisory Group
Washington
$739K
4
WDL
4
Well Done LLC
Michigan
$5.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.16M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.6M
3
Credit Agricole
3
Credit Agricole
France
$0
4
CWM
4
Concert Wealth Management
California
$232K
5
FAM
5
Flaharty Asset Management
Florida
$743
Name Market Value Shares Shares
Change 		Shares
Change %
SI
51
SII Investments
Wisconsin
$617K 7,493 -871 -10%
HCM
52
Hollencrest Capital Management
California
$593K 7,200 – –
Bank of New York Mellon
53
Bank of New York Mellon
New York
$585K 7,102 -507 -7%
ANB
54
Amarillo National Bank
Texas
$579K 7,031 – –
JFA
55
JNBA Financial Advisors
Minnesota
$520K 6,313 +918 +17%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$515K 6,261 +196 +3%
GHA
57
GW Henssler & Associates
Georgia
$492K 5,972 +265 +5%
LFAS
58
Level Four Advisory Services
Texas
$479K 5,835 – –
EAM
59
Evanson Asset Management
California
$470K 5,710 – –
SC
60
SouthState Corp
Florida
$455K 5,523 -898 -14%
AA
61
Ancora Advisors
Ohio
$444K 5,400 – –
AAS
62
Annex Advisory Services
Wisconsin
$441K 5,363 -600 -10%
SE
63
Summit Equities
New Jersey
$422K 5,126 – –
PAG
64
Private Advisor Group
New Jersey
$408K 4,986 -349 -7%
SPC
65
Sigma Planning Corp
Michigan
$402K 4,884 +7 +0.1%
HighTower Advisors
66
HighTower Advisors
Illinois
$400K 4,858 +1,212 +33%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$397K 4,823 -543 -10%
Chevy Chase Trust
68
Chevy Chase Trust
Maryland
$394K 4,783 -408 -8%
RJT
69
Raymond James Trust
Florida
$393K 4,779 – –
BTS
70
BB&T Securities
Virginia
$370K 4,500 – –
MCM
71
Mengis Capital Management
Oregon
$358K 4,352 +2 +0%
IA
72
IFP Advisors
Florida
$349K 4,236 -500 -11%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$342K 4,159 +866 +26%
AFG
74
Albion Financial Group
Utah
$314K 3,820 -140 -4%
Creative Planning
75
Creative Planning
Kansas
$308K 3,737 +38 +1%
1 2
3
4 5