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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

131 hedge funds and large institutions have $172M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
13
Increased
39
Reduced
34
Closed
15
Calls
$834K
Puts
–
Net Calls
+$834K
Net Calls Change
-$282K

Top Buyers

1
SMG
1
Smart Money Group
Texas
$4.08M
2
RCAG
2
Rehmann Capital Advisory Group
Michigan
$2.03M
3
SHGA
3
Sand Hill Global Advisors
California
$775K
4
VF
4
Virtu Financial
New York
$632K
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.06M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.04M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$736K
4
Bank of America
4
Bank of America
North Carolina
$11.1M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
51
Flaharty Asset Management
Florida
$677K -$56.3K -648 -8%
GW
52
GW & Wade
Massachusetts
$673K – – –
VF
53
Virtu Financial
New York
$632K +$632K +7,274 New
HCM
54
Hollencrest Capital Management
California
$626K – – –
ANB
55
Amarillo National Bank
Texas
$611K – – –
CF
56
Centaurus Financial
California
$519K +$2.35K +27 +0.5%
GHA
57
GW Henssler & Associates
Georgia
$515K +$1.13K +13 +0.2%
EAM
58
Evanson Asset Management
California
$496K – – –
William Blair & Company
59
William Blair & Company
Illinois
$484K +$188K +2,165 +64%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$481K +$174 +2 +0%
AA
61
Ancora Advisors
Ohio
$469K – – –
SPC
62
Sigma Planning Corp
Michigan
$435K +$7.21K +83 +2%
SC
63
SouthState Corp
Florida
$429K – – –
PFS
64
Prospera Financial Services
Texas
$425K +$115K +1,328 +37%
SG Americas Securities
65
SG Americas Securities
New York
$408K -$170K -1,960 -29%
IA
66
IFP Advisors
Florida
$408K +$391K +4,501 +2,308%
RJT
67
Raymond James Trust
Florida
$407K – – –
HighTower Advisors
68
HighTower Advisors
Illinois
$407K +$43.5K +500 +12%
CWM
69
Cornerstone Wealth Management
Missouri
$375K +$375K +32,408 New
BTS
70
BB&T Securities
Virginia
$358K +$2.95K +34 +0.8%
FAIM
71
Financial Advocates Investment Management
Washington
$353K +$3.63K +42 +1%
HWA
72
HCR Wealth Advisors
California
$335K -$104K -1,200 -24%
LFAS
73
Level Four Advisory Services
Texas
$333K -$24.8K -285 -7%
AFG
74
Albion Financial Group
Utah
$329K – – –
MCM
75
Mengis Capital Management
Oregon
$318K -$33.4K -385 -10%
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3
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