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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

115 hedge funds and large institutions have $232M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
9
Increased
17
Reduced
52
Closed
9
Calls
$1.67M
Puts
$8.16M
Net Calls
-$6.5M
Net Calls Change
-$4.16M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$30M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.37M
3
RCG
3
Ruggie Capital Group
Florida
$851K
4
LNC
4
Lincoln National Corp
Pennsylvania
$603K
5
LPL Financial
5
LPL Financial
California
$8.04M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.7M
2
TCM
2
Twele Capital Management
Minnesota
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$404K
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
76
Albion Financial Group
Utah
$283K – – –
M&T Bank
77
M&T Bank
New York
$260K – – –
PFS
78
Prospera Financial Services
Texas
$250K +$250K +3,318 New
FANJ
79
Financial Architects (New Jersey)
New Jersey
$245K +$245K +3,250 New
JFA
80
JNBA Financial Advisors
Minnesota
$241K +$208K +2,761 +635%
PAG
81
Private Advisor Group
New Jersey
$228K -$17K -225 -7%
RW
82
Rand Wealth
Maryland
$226K – – –
Baird Financial Group
83
Baird Financial Group
Wisconsin
$222K – – –
UCFA
84
United Capital Financial Advisors
Texas
$221K +$221K +2,928 New
PMFA
85
Plante Moran Financial Advisors
Michigan
$218K – – –
TCOV
86
Trust Company of Vermont
Vermont
$210K – – –
Goldman Sachs
87
Goldman Sachs
New York
$200K -$27.9K -371 -12%
CG
88
Cutler Group
California
$172K -$7.52K -100 -4%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$154K +$137K +1,817 +793%
NFG
90
Next Financial Group
Texas
$97K – – –
AWMS
91
Advocacy Wealth Management Services
Georgia
$91K – – –
CFA
92
Carroll Financial Associates
North Carolina
$87K -$5.6K -75 -6%
BWA
93
Burt Wealth Advisors
Maryland
$85K – – –
FCCM
94
First City Capital Management
Georgia
$80.7K – – –
LNB
95
Ledyard National Bank
$75K – – –
DADC
96
D.A. Davidson & Co
Montana
$62K +$32.1K +430 +108%
FHA
97
First Horizon Advisors
Tennessee
$53K – – –
BFEC
98
Benjamin F. Edwards & Company
Missouri
$52K +$748 +10 +1%
US Bancorp
99
US Bancorp
Minnesota
$44K – – –
IA
100
IFP Advisors
Florida
$33K -$28.9K -342 -47%
1 2 3
4
5