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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.95%
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

Top Buyers

1
VF
1
Virtu Financial
New York
$1.42M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.83M
3
FAM
3
Flaharty Asset Management
Florida
$743K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$9.31M
5
WDL
5
Well Done LLC
Michigan
$5.83M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.13M
2
Jane Street
2
Jane Street
New York
$374K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$814K
4
UBS Group
4
UBS Group
Switzerland
$12.2M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
SII Investments
Wisconsin
$657K +$22.9K +271 +4%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$615K +$86.2K +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 +$14.7K +174 +3%
LFAS
57
Level Four Advisory Services
Texas
$494K +$2.44K +29 +0.5%
EAM
58
Evanson Asset Management
California
$481K – – –
Bank of New York Mellon
59
Bank of New York Mellon
New York
$480K -$121K -1,426 -20%
AA
60
Ancora Advisors
Ohio
$455K – – –
AAS
61
Annex Advisory Services
Wisconsin
$439K -$13.4K -159 -3%
SE
62
Summit Equities
New Jersey
$432K – – –
PAG
63
Private Advisor Group
New Jersey
$429K +$3.92K +46 +0.9%
SPC
64
Sigma Planning Corp
Michigan
$414K +$1.94K +23 +0.5%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$407K +$253 +3 +0.1%
HighTower Advisors
66
HighTower Advisors
Illinois
$397K -$14.8K -175 -4%
RJT
67
Raymond James Trust
Florida
$395K -$8.01K -95 -2%
BTS
68
BB&T Securities
Virginia
$379K – – –
Northern Trust
69
Northern Trust
Illinois
$377K +$115K +1,359 +44%
Jane Street
70
Jane Street
New York
$374K -$2.4M -28,495 -87%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$363K +$12.6K +150 +4%
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$360K -$43.1K -511 -11%
IA
73
IFP Advisors
Florida
$354K -$3.55K -42 -1%
MCM
74
Mengis Capital Management
Oregon
$350K -$16.2K -193 -4%
AFG
75
Albion Financial Group
Utah
$322K – – –
1 2
3
4 5