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WisdomTree US AI Enhanced Value Fund

132 hedge funds and large institutions have $242M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
34
Reduced
48
Closed
16
Calls
$2.83M
Puts
Net Calls
+$2.83M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
51
Montag & Associates
Georgia
$763K +$74.3K +850 +11%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$727K -$13.2K -151 -2%
BIA
53
Biondo Investment Advisors
Pennsylvania
$723K -$10.5K -120 -1%
US Bancorp
54
US Bancorp
Minnesota
$713K -$32.3K -370 -4%
SHGA
55
Sand Hill Global Advisors
California
$704K
WCM
56
WealthBridge Capital Management
Ohio
$694K -$699 -8 -0.1%
GHA
57
GW Henssler & Associates
Georgia
$679K +$153K +1,746 +29%
GW
58
GW & Wade
Massachusetts
$648K -$13.5K -155 -2%
HCM
59
Hollencrest Capital Management
California
$630K
BF
60
Blankinship & Foster
California
$626K -$15.8K -181 -2%
ANB
61
Amarillo National Bank
Texas
$615K
FAM
62
Flaharty Asset Management
Florida
$585K
JFA
63
JNBA Financial Advisors
Minnesota
$582K
APA
64
American Portfolios Advisors
New York
$569K -$2.36K -27 -0.4%
FHB
65
First Hawaiian Bank
Hawaii
$554K +$41.4K +474 +8%
BTS
66
BB&T Securities
Virginia
$501K +$2.71K +31 +0.5%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$491K
JWS
68
Juncture Wealth Strategies
Arizona
$488K -$230K -2,635 -32%
Citigroup
69
Citigroup
New York
$472K -$180K -2,065 -28%
William Blair & Company
70
William Blair & Company
Illinois
$467K -$37.2K -425 -7%
FWM
71
Foresight Wealth Management
Utah
$434K
SC
72
SouthState Corp
Florida
$431K
GLLW
73
Graves Light Lenhart Wealth
Virginia
$418K
Lido Advisors
74
Lido Advisors
California
$416K +$87 +1 +0%
RJT
75
Raymond James Trust
Florida
$397K