AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $239M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
35
Reduced
38
Closed
9
Calls
$1.64M
Puts
$1.43M
Net Calls
+$216K
Net Calls Change
+$6.71M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$41.4M
2
Jane Street
2
Jane Street
New York
$2.38M
3
FIG
3
FundX Investment Group
California
$2.09M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$898K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.3M
3
Wells Fargo
3
Wells Fargo
California
$23M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
76
Albion Financial Group
Utah
$290K – – –
BHB
77
Bank Hapoalim BM
Israel
$289K – – –
Mariner
78
Mariner
Kansas
$274K -$953K -12,339 -78%
PFS
79
Prospera Financial Services
Texas
$256K +$462 +6 +0.2%
Northern Trust
80
Northern Trust
Illinois
$251K +$251K +3,254 New
FNBT
81
FineMark National Bank & Trust
Florida
$239K -$239K -3,100 -50%
NA
82
NewEdge Advisors
Louisiana
$232K +$232K +2,992 New
RW
83
Rand Wealth
Maryland
$231K – – –
PMFA
84
Plante Moran Financial Advisors
Michigan
$223K – – –
TCOV
85
Trust Company of Vermont
Vermont
$215K – – –
UCFA
86
United Capital Financial Advisors
Texas
$210K -$15.4K -200 -7%
Goldman Sachs
87
Goldman Sachs
New York
$205K – – –
LP
88
LGL Partners
Pennsylvania
$202K -$554K -7,216 -73%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$187K +$28.7K +371 +18%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$160K -$90K -1,170 -36%
CG
91
Cutler Group
California
$137K -$38.3K -500 -22%
NFG
92
Next Financial Group
Texas
$99K – – –
AWMS
93
Advocacy Wealth Management Services
Georgia
$93K – – –
CFA
94
Carroll Financial Associates
North Carolina
$89K – – –
BWA
95
Burt Wealth Advisors
Maryland
$86K – – –
WTB
96
Washington Trust Bank
Washington
$82K +$82K +1,062 New
DADC
97
D.A. Davidson & Co
Montana
$79K +$15.3K +200 +24%
LNB
98
Ledyard National Bank
$77K – – –
FHA
99
First Horizon Advisors
Tennessee
$55K – – –
BFEC
100
Benjamin F. Edwards & Company
Missouri
$53K -$852 -11 -2%
1 2 3
4
5