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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

132 hedge funds and large institutions have $178M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
29
Reduced
46
Closed
11
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$830K

Top Buyers

1
TC
1
Trilogy Capital
California
$3.25M
2
CAN
2
Cetera Advisor Networks
California
$1.72M
3
Ameriprise
3
Ameriprise
Minnesota
$4.35M
4
SFG
4
StrategIQ Financial Group
Indiana
$3.01M
5
Jane Street
5
Jane Street
New York
$1.45M

Top Sellers

1
SMG
1
Smart Money Group
Texas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.92M
4
LPL Financial
4
LPL Financial
California
$4.99M
5
UBS Group
5
UBS Group
Switzerland
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
51
Flaharty Asset Management
Florida
$708K – – –
APA
52
American Portfolios Advisors
New York
$706K -$26.5K -293 -4%
GW
53
GW & Wade
Massachusetts
$684K -$15.9K -176 -2%
ANB
54
Amarillo National Bank
Texas
$636K – – –
HCM
55
Hollencrest Capital Management
California
$616K – – –
JPMPWA
56
J.P. Morgan Private Wealth Advisors
California
$583K -$515K -5,700 -47%
GHA
57
GW Henssler & Associates
Georgia
$539K +$2.53K +28 +0.5%
EAM
58
Evanson Asset Management
California
$516K – – –
AA
59
Ancora Advisors
Ohio
$488K – – –
William Blair & Company
60
William Blair & Company
Illinois
$475K -$28.4K -314 -6%
TSS
61
Two Sigma Securities
New York
$463K +$463K +5,115 New
IA
62
IFP Advisors
Florida
$452K +$27.5K +304 +6%
SC
63
SouthState Corp
Florida
$446K – – –
SPC
64
Sigma Planning Corp
Michigan
$436K -$17.2K -190 -4%
Lido Advisors
65
Lido Advisors
California
$430K +$430K +4,759 New
PFS
66
Prospera Financial Services
Texas
$429K – – –
PAG
67
Private Advisor Group
New Jersey
$425K +$183K +2,021 +76%
Citadel Advisors
68
Citadel Advisors
Florida
$425K +$425K +4,699 New
RJT
69
Raymond James Trust
Florida
$424K – – –
BTS
70
BB&T Securities
Virginia
$406K +$33.9K +376 +9%
HighTower Advisors
71
HighTower Advisors
Illinois
$401K -$23.4K -258 -6%
CWM
72
Cornerstone Wealth Management
Missouri
$375K -$5.28K -450 -1%
FAIM
73
Financial Advocates Investment Management
Washington
$372K +$3.16K +35 +0.9%
LFAS
74
Level Four Advisory Services
Texas
$346K – – –
AFG
75
Albion Financial Group
Utah
$339K -$3.25K -36 -0.9%
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3
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