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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

124 hedge funds and large institutions have $135M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
51
Closed
17
Calls
$422K
Puts
–
Net Calls
+$422K
Net Calls Change
-$124K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.46M
2
WB
Webster Bank
Connecticut
$1.05M
3
AAS
Avantax Advisory Services
Texas
$299K
4
GHA
GW Henssler & Associates
Georgia
$2.01M
5
WPIC
White Pine Investment Company
Michigan
$1.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
AI
Atria Investments
North Carolina
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$119K
4
BSAM
Blue Sky Asset Management
Colorado
$1.99M
5
AWM
AE Wealth Management
Kansas
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANB
51
Amarillo National Bank
Texas
$530K – – –
SHGA
52
Sand Hill Global Advisors
California
$493K -$77.8K -1,033 -14%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$491K – – –
MA
54
Montag & Associates
Georgia
$419K -$176K -2,325 -30%
APA
55
American Portfolios Advisors
New York
$418K -$9.43K -125 -2%
MML Investors Services
56
MML Investors Services
Massachusetts
$412K +$35.4K +469 +9%
JWS
57
Juncture Wealth Strategies
Arizona
$409K +$19K +252 +5%
FWM
58
Foresight Wealth Management
Utah
$374K – – –
William Blair & Company
59
William Blair & Company
Illinois
$372K – – –
SC
60
SouthState Corp
Florida
$365K – – –
Lido Advisors
61
Lido Advisors
California
$359K – – –
FAM
62
Flaharty Asset Management
Florida
$349K -$93.2K -1,236 -21%
GW
63
GW & Wade
Massachusetts
$328K – – –
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$316K -$14.4K -191 -4%
P
65
&Partners
Tennessee
$315K – – –
OIA
66
OneDigital Investment Advisors
Kansas
$302K – – –
AAS
67
Avantax Advisory Services
Texas
$299K +$299K +3,982 New
GLLW
68
Graves Light Lenhart Wealth
Virginia
$291K -$30.1K -400 -9%
NA
69
NewEdge Advisors
Louisiana
$282K -$95K -1,260 -25%
MCM
70
Mengis Capital Management
Oregon
$270K – – –
EW
71
Element Wealth
Mississippi
$268K – – –
RCAG
72
Rehmann Capital Advisory Group
Michigan
$257K -$708K -9,380 -73%
Truist Financial
73
Truist Financial
North Carolina
$257K -$99.5K -1,322 -28%
SFPG
74
Stonebridge Financial Planning Group
Florida
$249K -$92K -1,175 -27%
FAIM
75
Financial Advocates Investment Management
Washington
$236K +$5.5K +73 +2%
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