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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

134 hedge funds and large institutions have $190M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
33
Reduced
49
Closed
16
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$307K

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$3.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.91M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.47M
4
CA
4
Cetera Advisors
Colorado
$1.14M
5
Jane Street
5
Jane Street
New York
$3.95M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$574K
2
Bank of America
2
Bank of America
North Carolina
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.5M
4
Ameriprise
4
Ameriprise
Minnesota
$2.76M
5
SG Americas Securities
5
SG Americas Securities
New York
$563K
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
51
GW & Wade
Massachusetts
$655K -$60.8K -719 -8%
HCM
52
Hollencrest Capital Management
California
$609K – – –
ANB
53
Amarillo National Bank
Texas
$594K – – –
JFA
54
JNBA Financial Advisors
Minnesota
$586K – – –
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$574K -$9.39M -111,010 -94%
SG Americas Securities
56
SG Americas Securities
New York
$563K -$1.25M -14,807 -69%
CF
57
Centaurus Financial
California
$503K +$133K +1,570 +36%
GHA
58
GW Henssler & Associates
Georgia
$500K -$39.2K -464 -7%
EAM
59
Evanson Asset Management
California
$483K – – –
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$468K -$249K -2,949 -35%
AA
61
Ancora Advisors
Ohio
$457K – – –
HWA
62
HCR Wealth Advisors
California
$427K – – –
SC
63
SouthState Corp
Florida
$417K -$34.4K -407 -8%
SPC
64
Sigma Planning Corp
Michigan
$416K +$7.94K +94 +2%
RJT
65
Raymond James Trust
Florida
$396K -$140K -1,656 -26%
AAS
66
Annex Advisory Services
Wisconsin
$364K -$17.4K -205 -5%
HighTower Advisors
67
HighTower Advisors
Illinois
$354K – – –
LFAS
68
Level Four Advisory Services
Texas
$348K -$149K -1,763 -30%
BTS
69
BB&T Securities
Virginia
$345K -$39.9K -473 -10%
MCM
70
Mengis Capital Management
Oregon
$342K +$253 +3 +0.1%
FAIM
71
Financial Advocates Investment Management
Washington
$341K +$5.91K +70 +2%
WLIM
72
White Lighthouse Investment Management
Massachusetts
$337K -$2.95K -35 -0.9%
AFG
73
Albion Financial Group
Utah
$320K – – –
JWS
74
Juncture Wealth Strategies
Arizona
$318K +$318K +3,763 New
FHB
75
First Hawaiian Bank
Hawaii
$306K +$77.9K +923 +34%
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