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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

133 hedge funds and large institutions have $152M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
-2
Holders Change %
-1.48%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
24
Reduced
55
Closed
12
Calls
$546K
Puts
–
Net Calls
+$546K
Net Calls Change
-$797K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.04M
2
SS
2
Simplicity Solutions
Minnesota
$2.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.31M
4
GHA
4
GW Henssler & Associates
Georgia
$1.75M
5
AI
5
Atria Investments
North Carolina
$2.69M

Top Sellers

1
LWA
1
Lowe Wealth Advisors
Maryland
$158K
2
SL
2
Salomon & Ludwin
Virginia
$7.64M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.45M
4
Jane Street
4
Jane Street
New York
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.35M
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
51
Biondo Investment Advisors
Pennsylvania
$659K 8,945 +510 +6%
GFS
52
GYL Financial Synergies
Connecticut
$654K 8,866 -3,040 -26%
US Bancorp
53
US Bancorp
Minnesota
$601K 8,156 – –
FHB
54
First Hawaiian Bank
Hawaii
$582K 7,896 +418 +6%
MA
55
Montag & Associates
Georgia
$581K 7,875 -850 -10%
SHGA
56
Sand Hill Global Advisors
California
$559K 7,575 -447 -6%
HCM
57
Hollencrest Capital Management
California
$531K 7,200 – –
ANB
58
Amarillo National Bank
Texas
$518K 7,031 – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$491K 5,048 – –
PFS
60
Prospera Financial Services
Texas
$443K 6,014 +2,549 +74%
FAM
61
Flaharty Asset Management
Florida
$432K 5,862 -429 -7%
APA
62
American Portfolios Advisors
New York
$417K 5,661 +17 +0.3%
JWS
63
Juncture Wealth Strategies
Arizona
$382K 5,175 +88 +2%
NA
64
NewEdge Advisors
Louisiana
$369K 5,001 -6,568 -57%
MML Investors Services
65
MML Investors Services
Massachusetts
$368K 4,990 +4,990 New
FWM
66
Foresight Wealth Management
Utah
$366K 4,960 – –
William Blair & Company
67
William Blair & Company
Illinois
$364K 4,939 – –
SC
68
SouthState Corp
Florida
$356K 4,833 – –
Lido Advisors
69
Lido Advisors
California
$351K 4,759 – –
Truist Financial
70
Truist Financial
North Carolina
$349K 4,735 +45 +1%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$323K 4,386 -3,850 -47%
SFPG
72
Stonebridge Financial Planning Group
Florida
$323K 4,355 -200 -4%
GW
73
GW & Wade
Massachusetts
$321K 4,354 -980 -18%
GLLW
74
Graves Light Lenhart Wealth
Virginia
$314K 4,263 -500 -10%
P
75
&Partners
Tennessee
$308K 4,183 – –
1 2
3
4 5