We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

91 hedge funds and large institutions have $284M invested in WisdomTree US AI Enhanced Value Fund in 2013 Q2 according to their latest regulatory filings, with 91 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25.13% more ownership

Funds ownership: 0% → 25.13% (+25%)

Holders
91
Holders Change
+91
Holders Change %
–
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
91
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$40K +$40.9K +650 New
MFS
77
MSI Financial Services
Massachusetts
$39K +$39K +619 New
T
78
Thomaspartners
Massachusetts
$30K +$30K +477 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$30K +$30.2K +480 New
Creative Planning
80
Creative Planning
Kansas
$22K +$22.2K +352 New
AA
81
AlphaMark Advisors
Kentucky
$19K +$18.9K +300 New
FWC
82
First Washington Corp
Washington
$18K +$17.8K +282 New
ARMC
83
American Research & Management Company
Massachusetts
$16K +$16.4K +260 New
TF
84
Tompkins Financial
New York
$15K +$15.1K +240 New
HCM
85
Highlander Capital Management
New Jersey
$10.9K +$11K +175 New
NES
86
New England Securities
New York
$7K +$7.55K +120 New
RIA
87
Regal Investment Advisors
Michigan
$6K +$6.29K +100 New
US Bancorp
88
US Bancorp
Minnesota
$6K +$6.29K +100 New
WCM
89
Windsor Capital Management
Arizona
$6K +$6.36K +101 New
HI
90
Hudock Inc
Pennsylvania
$4K +$4.53K +72 New
CFA
91
Carroll Financial Associates
North Carolina
– +$40.9K +650 New
1 2 3
4

AIVL Hedge Fund Activity: Q2 2013 in Review

91 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2013, worth a combined $284M.

Buyers outnumbered sellers: 91 funds opened new AIVL positions and 0 closed out — a net gain of 91 holders — while 0 added to existing stakes and 0 trimmed.

  • 91 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $284M of WisdomTree US AI Enhanced Value Fund stock for Q2 2013.
  • 91 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2013 and 0 closed out, a net change of +91 holders.

Based on aggregated 13F filings for Q2 2013.