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WisdomTree US AI Enhanced Value Fund

115 hedge funds and large institutions have $355M invested in WisdomTree US AI Enhanced Value Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-3
Holders Change %
-2.54%
% of All Funds
3.07%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
9
Increased
40
Reduced
38
Closed
10
Calls
$243K
Puts
$797K
Net Calls
-$554K
Net Calls Change
+$643K
Name Holding Trade Value Shares
Change
Shares
Change %
BHB
76
Bank Hapoalim BM
Israel
$370K -$51.7K -681 -12%
Creative Planning
77
Creative Planning
Kansas
$315K
Goldman Sachs
78
Goldman Sachs
New York
$309K +$11.3K +149 +4%
DWM
79
Destination Wealth Management
California
$304K
SCM
80
SOL Capital Management
Maryland
$299K -$18.2K -240 -6%
PFS
81
Prospera Financial Services
Texas
$280K +$76.4K +1,005 +38%
PAS
82
Partnervest Advisory Services
California
$264K +$38.6K +508 +17%
M&T Bank
83
M&T Bank
New York
$261K -$34.1K -450 -12%
CA
84
Cetera Advisors
Colorado
$235K -$85.1K -1,125 -27%
B
85
Baird
Wisconsin
$227K
RW
86
Rand Wealth
Maryland
$227K
TCOV
87
Trust Company of Vermont
Vermont
$224K
BFEC
88
Benjamin F. Edwards & Company
Missouri
$212K +$18K +238 +9%
BIA
89
Barry Investment Advisors
Massachusetts
$201K -$51.1K -672 -20%
WBG
90
Wharton Business Group
Pennsylvania
$201K
GI
91
Gradient Investments
Minnesota
$143K -$1.59K -21 -1%
WCM
92
Wealthcare Capital Management
Virginia
$129K
FANJ
93
Financial Architects (New Jersey)
New Jersey
$125K
LNB
94
Ledyard National Bank
$99K
PCM
95
Parsons Capital Management
Rhode Island
$88K +$88K +1,155 New
BWA
96
Burt Wealth Advisors
Maryland
$85K
FCCM
97
First City Capital Management
Georgia
$81.2K
NFG
98
Next Financial Group
Texas
$78K +$31.5K +416 +68%
FNBT
99
FineMark National Bank & Trust
Florida
$62K -$297K -3,924 -83%
WEC
100
Winslow Evans & Crocker
Massachusetts
$49.3K