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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $233M invested in WisdomTree US AI Enhanced Value Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+10
Holders Change %
+9.43%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
19
Increased
19
Reduced
48
Closed
9
Calls
$1.18M
Puts
$3.52M
Net Calls
-$2.33M
Net Calls Change
-$1.89M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.88M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.5M
5
Ameriprise
5
Ameriprise
Minnesota
$2.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$230K
2
TCM
2
Twele Capital Management
Minnesota
$3.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.2M
4
UBS Group
4
UBS Group
Switzerland
$15.3M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$280K -$21.4K -305 -7%
SPC
77
Sigma Planning Corp
Michigan
$277K -$6.61K -94 -2%
SCM
78
SOL Capital Management
Maryland
$277K – – –
BHB
79
Bank Hapoalim BM
Israel
$264K -$28.8K -410 -10%
AFG
80
Albion Financial Group
Utah
$264K – – –
M&T Bank
81
M&T Bank
New York
$242K – – –
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$230K -$2.16M -30,812 -90%
PAG
83
Private Advisor Group
New Jersey
$228K +$228K +3,245 New
Goldman Sachs
84
Goldman Sachs
New York
$213K +$213K +3,027 New
RW
85
Rand Wealth
Maryland
$210K – – –
Baird Financial Group
86
Baird Financial Group
Wisconsin
$207K +$207K +2,939 New
TSS
87
Two Sigma Securities
New York
$205K +$205K +2,912 New
PMFA
88
Plante Moran Financial Advisors
Michigan
$203K – – –
TCOV
89
Trust Company of Vermont
Vermont
$196K -$11.6K -165 -6%
CG
90
Cutler Group
California
$167K +$167K +2,388 New
NFG
91
Next Financial Group
Texas
$90K -$6.98K -100 -7%
CFA
92
Carroll Financial Associates
North Carolina
$87K +$14K +200 +19%
AWMS
93
Advocacy Wealth Management Services
Georgia
$84K +$84K +1,201 New
BWA
94
Burt Wealth Advisors
Maryland
$79K – – –
FCCM
95
First City Capital Management
Georgia
$75.2K – – –
LNB
96
Ledyard National Bank
$70K – – –
IA
97
IFP Advisors
Florida
$51K +$51K +732 New
FHA
98
First Horizon Advisors
Tennessee
$50K +$50K +719 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$48K +$841 +12 +2%
US Bancorp
100
US Bancorp
Minnesota
$41K – – –
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4
5