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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $138M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
32
Reduced
45
Closed
13
Calls
$586K
Puts
–
Net Calls
+$586K
Net Calls Change
+$164K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.14M
2
PFS
2
Prospera Financial Services
Texas
$483K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.31M
4
LP
4
LGL Partners
Pennsylvania
$221K
5
SDH
5
Sloy Dahl & Holst
Washington
$218K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$920K
3
Morgan Stanley
3
Morgan Stanley
New York
$12.6M
4
AWM
4
AE Wealth Management
Kansas
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$483K +$373K +4,438 +338%
MCWS
52
McKinley Carter Wealth Services
West Virginia
$464K -$409K -4,888 -47%
JWS
53
Juncture Wealth Strategies
Arizona
$462K +$7.54K +90 +2%
GFS
54
GYL Financial Synergies
Connecticut
$447K -$162K -1,933 -27%
MA
55
Montag & Associates
Georgia
$444K -$20.9K -250 -5%
APA
56
American Portfolios Advisors
New York
$439K -$24.2K -289 -5%
TRCT
57
Tower Research Capital (TRC)
New York
$422K -$243K -2,900 -37%
HCM
58
Hollencrest Capital Management
California
$419K -$184K -2,200 -31%
FWM
59
Foresight Wealth Management
Utah
$415K – – –
William Blair & Company
60
William Blair & Company
Illinois
$414K – – –
SC
61
SouthState Corp
Florida
$405K – – –
Lido Advisors
62
Lido Advisors
California
$398K – – –
GW
63
GW & Wade
Massachusetts
$394K +$29.3K +350 +8%
MCM
64
MAI Capital Management
Ohio
$389K +$141K +1,685 +57%
FAM
65
Flaharty Asset Management
Florida
$371K -$16.8K -200 -4%
COCM
66
Charter Oak Capital Management
New Hampshire
$355K +$355K +4,240 New
P
67
&Partners
Tennessee
$350K – – –
OIA
68
OneDigital Investment Advisors
Kansas
$335K – – –
GLLW
69
Graves Light Lenhart Wealth
Virginia
$323K – – –
FAIM
70
Financial Advocates Investment Management
Washington
$307K +$112K +1,811 +58%
TWM
71
Tradition Wealth Management
Minnesota
$297K +$297K +3,543 New
NA
72
NewEdge Advisors
Louisiana
$294K -$19.5K -233 -6%
SHGA
73
Sand Hill Global Advisors
California
$285K -$263K -3,138 -48%
MCM
74
Mengis Capital Management
Oregon
$268K -$31.7K -380 -11%
FCI
75
Financial Counselors Inc
Kansas
$250K – – –
1 2
3
4 5