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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

135 hedge funds and large institutions have $143M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-19
Holders Change %
-12.34%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
29
Reduced
60
Closed
24
Calls
$1.34M
Puts
–
Net Calls
+$1.34M
Net Calls Change
-$2.65M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.96M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.99M
5
CAN
5
Cetera Advisor Networks
California
$2.62M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AWM
3
AE Wealth Management
Kansas
$1.68M
4
UBS Group
4
UBS Group
Switzerland
$3.46M
5
SMG
5
Smart Money Group
Texas
$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
51
Institute for Wealth Management
Colorado
$620K -$5.1K -79 -0.8%
AIP
52
Ahrens Investment Partners
Louisiana
$590K -$297K -4,600 -33%
MA
53
Montag & Associates
Georgia
$564K – – –
BIA
54
Biondo Investment Advisors
Pennsylvania
$545K +$8.08K +125 +2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$532K -$154K -2,390 -22%
US Bancorp
56
US Bancorp
Minnesota
$527K – – –
SHGA
57
Sand Hill Global Advisors
California
$518K -$1.81K -28 -0.3%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$491K – – –
FHB
59
First Hawaiian Bank
Hawaii
$483K +$32.7K +506 +7%
HCM
60
Hollencrest Capital Management
California
$465K – – –
SMG
61
Smart Money Group
Texas
$454K -$1.49M -23,054 -77%
ANB
62
Amarillo National Bank
Texas
$454K – – –
FAM
63
Flaharty Asset Management
Florida
$406K -$6.52K -101 -2%
APA
64
American Portfolios Advisors
New York
$365K -$56.1K -869 -13%
MGWM
65
Marks Group Wealth Management
Minnesota
$352K – – –
GW
66
GW & Wade
Massachusetts
$345K – – –
JWS
67
Juncture Wealth Strategies
Arizona
$329K +$40.8K +631 +14%
FWM
68
Foresight Wealth Management
Utah
$320K – – –
William Blair & Company
69
William Blair & Company
Illinois
$319K -$25.8K -400 -7%
SFPG
70
Stonebridge Financial Planning Group
Florida
$317K -$52.2K -750 -14%
SC
71
SouthState Corp
Florida
$312K – – –
GLLW
72
Graves Light Lenhart Wealth
Virginia
$308K – – –
Lido Advisors
73
Lido Advisors
California
$307K – – –
Truist Financial
74
Truist Financial
North Carolina
$303K -$68.8K -1,065 -19%
SPC
75
Sigma Planning Corp
Michigan
$302K +$25.3K +391 +9%
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3
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