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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

100 hedge funds and large institutions have $272M invested in WisdomTree US AI Enhanced Value Fund in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
13
Increased
42
Reduced
23
Closed
5
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
-$573K

Top Buyers

1
DS
1
DRW Securities
Illinois
$4.38M
2
U
2
UBS
Switzerland
$36.2M
3
LIA
3
LBMC Investment Advisors
Tennessee
$2.02M
4
VF
4
Virtu Financial
New York
$3.21M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.75M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$2.59M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.52M
3
Bank of America
3
Bank of America
North Carolina
$16.6M
4
BII
4
Baring International Investment
United Kingdom
$0
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NES
76
New England Securities
New York
$204K +$27.2K +395 +15%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$182K +$14.4K +210 +9%
PAS
78
Partnervest Advisory Services
California
$149K +$13.8K +200 +10%
LNB
79
Ledyard National Bank
$89K – – –
SFSIG
80
San Francisco Sentry Investment Group
California
$83K – – –
WEC
81
Winslow Evans & Crocker
Massachusetts
$83K +$83K +1,200 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$73K – – –
WA
83
WFG Advisors
Texas
$65K +$276 +4 +0.4%
CFA
84
Carroll Financial Associates
North Carolina
$44K – – –
DADC
85
D.A. Davidson & Co
Montana
$44K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$33K – – –
FIG
87
Fusion Investment Group
Pennsylvania
$27K +$27K +396 New
Creative Planning
88
Creative Planning
Kansas
$24K -$43.7K -636 -65%
AA
89
AlphaMark Advisors
Kentucky
$21K – – –
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$21K +$207 +3 +1%
US Bancorp
91
US Bancorp
Minnesota
$21K +$14K +200 +200%
FWC
92
First Washington Corp
Washington
$19K – – –
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$19K +$19K +280 New
ARMC
94
American Research & Management Company
Massachusetts
$18K +$136 +2 +0.8%
TF
95
Tompkins Financial
New York
$17K – – –
HCM
96
Highlander Capital Management
New Jersey
$12K – – –
LWM
97
LBA Wealth Management
Florida
$9K +$9K +125 New
RIA
98
Regal Investment Advisors
Michigan
$7K – – –
WCM
99
Windsor Capital Management
Arizona
$7K +$68 +1 +1%
HI
100
Hudock Inc
Pennsylvania
$5K – – –
1 2 3
4
5