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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $362M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
38
Reduced
36
Closed
11
Calls
–
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$779K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35.9M
2
BTS
2
BB&T Securities
Virginia
$5.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$66.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.16M
5
Wells Fargo
5
Wells Fargo
California
$34.3M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
SC
2
SouthState Corp
Florida
$1.48M
3
LIA
3
LBMC Investment Advisors
Tennessee
$0
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$10.1M
5
VFS
5
VSR Financial Services
Kansas
$740K
Name Market Value Shares Shares
Change 		Shares
Change %
NPC
76
National Planning Corporation
California
$378K 5,005 +1 +0%
FNBT
77
FineMark National Bank & Trust
Florida
$364K 4,742 -796 -14%
CA
78
Cetera Advisors
Colorado
$325K 4,231 -8 -0.2%
SCM
79
SOL Capital Management
Maryland
$321K 4,185 -700 -14%
CBU
80
CIBC Bank USA
Illinois
$318K 4,150 -3,545 -46%
Creative Planning
81
Creative Planning
Kansas
$318K 4,150 +2,000 +93%
IH
82
IFC Holdings
Florida
$308K 3,949 +20 +0.5%
DWM
83
Destination Wealth Management
California
$307K 4,000 – –
Goldman Sachs
84
Goldman Sachs
New York
$300K 3,916 -3,756 -49%
M&T Bank
85
M&T Bank
New York
$299K 3,895 -2,307 -37%
BIA
86
Barry Investment Advisors
Massachusetts
$254K 3,317 +3,317 New
RJT
87
Raymond James Trust
Florida
$236K 3,084 +3,084 New
B
88
Baird
Wisconsin
$230K 2,994 +2,994 New
RW
89
Rand Wealth
Maryland
$229K 2,993 – –
PAS
90
Partnervest Advisory Services
California
$227K 2,965 +200 +7%
TCOV
91
Trust Company of Vermont
Vermont
$226K 2,950 – –
Northern Trust
92
Northern Trust
Illinois
$223K 2,910 – –
PFS
93
Prospera Financial Services
Texas
$206K 2,679 -683 -20%
WBG
94
Wharton Business Group
Pennsylvania
$203K 2,649 +2,649 New
BFEC
95
Benjamin F. Edwards & Company
Missouri
$196K 2,559 +39 +2%
GI
96
Gradient Investments
Minnesota
$146K 1,906 -248 -12%
WCM
97
Wealthcare Capital Management
Virginia
$130K 1,700 – –
FANJ
98
Financial Architects (New Jersey)
New Jersey
$127K 1,650 – –
LNB
99
Ledyard National Bank
$100K 1,300 – –
BWA
100
Burt Wealth Advisors
Maryland
$86K 1,124 +1,124 New
2 3
4
5 6