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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

154 hedge funds and large institutions have $283M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
42
Reduced
35
Closed
7
Calls
$3.99M
Puts
–
Net Calls
+$3.99M
Net Calls Change
+$1.16M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$17.5M
2
SS
2
Simplicity Solutions
Minnesota
$15.5M
3
TC
3
Trilogy Capital
California
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.53M
5
FGAM
5
Financial Gravity Asset Management
Texas
$5.8M

Top Sellers

1
SFG
1
StrategIQ Financial Group
Indiana
$3.35M
2
UBS Group
2
UBS Group
Switzerland
$8.27M
3
VC
3
Vicus Capital
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$9M
5
RCG
5
Ruggie Capital Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KLI
51
Kelman-Lazarov Inc
Tennessee
$936K -$7.03K -76 -0.7%
IFWM
52
Institute for Wealth Management
Colorado
$896K – – –
ARG
53
Advisory Resource Group
Oklahoma
$826K -$12.3K -133 -1%
SPIA
54
Steward Partners Investment Advisory
New York
$820K +$820K +8,866 New
MA
55
Montag & Associates
Georgia
$807K – – –
BIA
56
Biondo Investment Advisors
Pennsylvania
$769K +$4.16K +45 +0.5%
US Bancorp
57
US Bancorp
Minnesota
$754K – – –
SHGA
58
Sand Hill Global Advisors
California
$745K – – –
WCM
59
WealthBridge Capital Management
Ohio
$735K +$925 +10 +0.1%
GHA
60
GW Henssler & Associates
Georgia
$718K -$740 -8 -0.1%
HCM
61
Hollencrest Capital Management
California
$666K – – –
ANB
62
Amarillo National Bank
Texas
$650K – – –
FHB
63
First Hawaiian Bank
Hawaii
$645K +$58.7K +635 +10%
JFA
64
JNBA Financial Advisors
Minnesota
$615K – – –
APA
65
American Portfolios Advisors
New York
$602K – – –
FAM
66
Flaharty Asset Management
Florida
$591K -$27.7K -300 -4%
Truist Financial
67
Truist Financial
North Carolina
$532K +$532K +5,755 New
MGWM
68
Marks Group Wealth Management
Minnesota
$504K +$504K +5,448 New
Citigroup
69
Citigroup
New York
$500K +$555 +6 +0.1%
William Blair & Company
70
William Blair & Company
Illinois
$494K – – –
GW
71
GW & Wade
Massachusetts
$493K -$192K -2,080 -28%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$491K – – –
SFPG
73
Stonebridge Financial Planning Group
Florida
$491K +$491K +5,305 New
FWM
74
Foresight Wealth Management
Utah
$459K – – –
SC
75
SouthState Corp
Florida
$447K -$9.25K -100 -2%
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3
4 5