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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

138 hedge funds and large institutions have $230M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
138
Holders Change
+20
Holders Change %
+16.95%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
36
Reduced
39
Closed
9
Calls
$1.13M
Puts
$318K
Net Calls
+$809K
Net Calls Change
+$175K

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$3.66M
2
Jane Street
2
Jane Street
New York
$2.94M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.82M
4
B
4
Barings
North Carolina
$1.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.29M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.49M
2
VF
2
Virtu Financial
New York
$0
3
ICOA
3
Investment Centers of America
North Dakota
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
HCP
5
Holt Capital Partners
Texas
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
51
Biondo Investment Advisors
Pennsylvania
$753K -$35.4K -400 -4%
BF
52
Blankinship & Foster
California
$750K – – –
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$750K +$323K +3,656 +76%
GW
54
GW & Wade
Massachusetts
$748K +$88 +1 +0%
APA
55
American Portfolios Advisors
New York
$731K +$731K +8,268 New
HCM
56
Hollencrest Capital Management
California
$636K – – –
ANB
57
Amarillo National Bank
Texas
$621K – – –
JFA
58
JNBA Financial Advisors
Minnesota
$613K +$55.1K +624 +10%
GHA
59
GW Henssler & Associates
Georgia
$564K +$20.9K +236 +4%
RJT
60
Raymond James Trust
Florida
$560K +$146K +1,656 +35%
LFAS
61
Level Four Advisory Services
Texas
$520K +$1.33K +15 +0.3%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$518K +$16.2K +183 +3%
EAM
63
Evanson Asset Management
California
$505K – – –
AA
64
Ancora Advisors
Ohio
$477K – – –
SC
65
SouthState Corp
Florida
$472K – – –
HWA
66
HCR Wealth Advisors
California
$446K -$265K -3,000 -37%
SPC
67
Sigma Planning Corp
Michigan
$427K -$6.9K -78 -2%
SE
68
Summit Equities
New Jersey
$427K -$26.5K -300 -6%
BTS
69
BB&T Securities
Virginia
$403K +$5.3K +60 +1%
AAS
70
Annex Advisory Services
Wisconsin
$398K -$61.8K -699 -13%
CF
71
Centaurus Financial
California
$387K +$387K +4,377 New
HighTower Advisors
72
HighTower Advisors
Illinois
$369K -$44.4K -503 -11%
Chevy Chase Trust
73
Chevy Chase Trust
Maryland
$357K -$12.1K -140 -3%
MCM
74
Mengis Capital Management
Oregon
$357K -$9.97K -113 -3%
WLIM
75
White Lighthouse Investment Management
Massachusetts
$356K +$356K +4,030 New
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3
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