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WisdomTree US AI Enhanced Value Fund

118 hedge funds and large institutions have $204M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $379K

0.51% less ownership

Funds ownership: 24.01%23.5% (-0.51%)

3% less capital invested

Capital invested by funds: $209M → $204M (-$5.78M)

6% less funds holding

Funds holding: 126118 (-8)

33% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
2
Increased
31
Reduced
46
Closed
8
Calls
$1.01M
Puts
$379K
Net Calls
+$634K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
SII Investments
Wisconsin
$657K +$22.4K +271 +4%
JP Morgan Chase
52
JP Morgan Chase
New York
$615K +$84.5K +1,021 +16%
HCM
53
Hollencrest Capital Management
California
$607K
ANB
54
Amarillo National Bank
Texas
$593K
JFA
55
JNBA Financial Advisors
Minnesota
$532K
GHA
56
GW Henssler & Associates
Georgia
$518K +$14.4K +174 +3%
LFAS
57
Level Four Advisory Services
Texas
$494K +$2.4K +29 +0.5%
EAM
58
Evanson Asset Management
California
$481K
Bank of New York Mellon
59
Bank of New York Mellon
New York
$480K -$118K -1,426 -20%
AA
60
Ancora Advisors
Ohio
$455K
AAS
61
Annex Advisory Services
Wisconsin
$439K -$13.2K -159 -3%
SE
62
Summit Equities
New Jersey
$432K
PAG
63
Private Advisor Group
New Jersey
$429K +$3.81K +46 +0.9%
SPC
64
Sigma Planning Corp
Michigan
$414K +$1.9K +23 +0.5%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$407K +$248 +3 +0.1%
HighTower Advisors
66
HighTower Advisors
Illinois
$397K -$14.5K -175 -4%
RJT
67
Raymond James Trust
Florida
$395K -$7.86K -95 -2%
BTS
68
BB&T Securities
Virginia
$379K
Northern Trust
69
Northern Trust
Illinois
$377K +$112K +1,359 +44%
Jane Street
70
Jane Street
New York
$374K -$2.36M -28,495 -87%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$363K +$12.4K +150 +4%
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$360K -$42.3K -511 -11%
IA
73
IFP Advisors
Florida
$354K -$3.48K -42 -1%
MCM
74
Mengis Capital Management
Oregon
$350K -$16K -193 -4%
AFG
75
Albion Financial Group
Utah
$322K