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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

139 hedge funds and large institutions have $170M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
28
Reduced
45
Closed
18
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
-$270K

Top Buyers

1
SL
1
Salomon & Ludwin
Virginia
$10.8M
2
TC
2
Trilogy Capital
California
$10.3M
3
SMG
3
Smart Money Group
Texas
$3.25M
4
CC
4
Claybrook Capital
Massachusetts
$3.11M
5
TCPWM
5
Traverso Chambers Private Wealth Management
California
$1.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
Jane Street
4
Jane Street
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$4.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$633K 8,226 +8,226 New
Koshinski Asset Management
52
Koshinski Asset Management
Illinois
$621K 8,061 -4,110 -34%
WCM
53
WealthBridge Capital Management
Ohio
$612K 7,946 +7,946 New
Citigroup
54
Citigroup
New York
$603K 7,831 -669 -8%
FAM
55
Flaharty Asset Management
Florida
$600K 7,792 – –
MML Investors Services
56
MML Investors Services
Massachusetts
$597K 7,755 -357 -4%
BIA
57
Biondo Investment Advisors
Pennsylvania
$589K 7,645 -320 -4%
GW
58
GW & Wade
Massachusetts
$583K 7,569 – –
HCM
59
Hollencrest Capital Management
California
$554K 7,200 – –
ANB
60
Amarillo National Bank
Texas
$541K 7,031 – –
JFA
61
JNBA Financial Advisors
Minnesota
$508K 6,596 +6,596 New
APA
62
American Portfolios Advisors
New York
$501K 6,515 -1,288 -17%
GHA
63
GW Henssler & Associates
Georgia
$468K 6,077 +118 +2%
EAM
64
Evanson Asset Management
California
$440K 5,710 – –
AA
65
Ancora Advisors
Ohio
$416K 5,400 – –
P
66
&Partners
Tennessee
$410K 5,330 +5,330 New
TSS
67
Two Sigma Securities
New York
$387K 5,029 -86 -2%
William Blair & Company
68
William Blair & Company
Illinois
$385K 5,000 -251 -5%
SC
69
SouthState Corp
Florida
$380K 4,933 – –
SPC
70
Sigma Planning Corp
Michigan
$370K 4,811 -5 -0.1%
Lido Advisors
71
Lido Advisors
California
$366K 4,759 – –
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$362K 4,700 +4,500 +2,250%
AIC
73
Ameritas Investment Company
Nebraska
$360K 4,679 +4,679 New
RJT
74
Raymond James Trust
Florida
$354K 4,600 -84 -2%
PFS
75
Prospera Financial Services
Texas
$352K 4,571 -326 -7%
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3
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