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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

115 hedge funds and large institutions have $231M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
8
Increased
37
Reduced
40
Closed
8
Calls
$1.65M
Puts
$495K
Net Calls
+$1.16M
Net Calls Change
+$939K

Top Buyers

1
FIG
1
FundX Investment Group
California
$3.79M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$897K
3
Ameriprise
3
Ameriprise
Minnesota
$3.44M
4
CAN
4
Cetera Advisor Networks
California
$1.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.11M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$930K
3
Wells Fargo
3
Wells Fargo
California
$21.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$289K -$40.7K -521 -12%
William Blair & Company
77
William Blair & Company
Illinois
$281K -$25.2K -320 -8%
PFS
78
Prospera Financial Services
Texas
$278K +$16.4K +209 +6%
Wolverine Trading
79
Wolverine Trading
Illinois
$275K +$275K +3,526 New
RW
80
Rand Wealth
Maryland
$235K – – –
PMFA
81
Plante Moran Financial Advisors
Michigan
$227K – – –
NA
82
NewEdge Advisors
Louisiana
$223K -$11.4K -145 -5%
TCOV
83
Trust Company of Vermont
Vermont
$219K – – –
Northern Trust
84
Northern Trust
Illinois
$214K -$41.2K -525 -16%
UCFA
85
United Capital Financial Advisors
Texas
$214K – – –
TSS
86
Two Sigma Securities
New York
$210K +$210K +2,677 New
Goldman Sachs
87
Goldman Sachs
New York
$209K – – –
LP
88
LGL Partners
Pennsylvania
$208K +$1.96K +25 +0.9%
NPC
89
National Planning Corporation
California
$206K +$206K +2,678 New
FNBT
90
FineMark National Bank & Trust
Florida
$202K -$41.2K -525 -17%
MCM
91
MAI Capital Management
Ohio
$201K +$201K +2,552 New
FANJ
92
Financial Architects (New Jersey)
New Jersey
$163K – – –
NFG
93
Next Financial Group
Texas
$154K +$52.4K +665 +52%
LNB
94
Ledyard National Bank
$141K +$62.7K +800 +80%
ACM
95
Argentus Capital Management
Texas
$126K +$126K +1,601 New
CFA
96
Carroll Financial Associates
North Carolina
$99K +$7.83K +100 +9%
BWA
97
Burt Wealth Advisors
Maryland
$88K – – –
DADC
98
D.A. Davidson & Co
Montana
$80K – – –
FHA
99
First Horizon Advisors
Tennessee
$55K – – –
BFEC
100
Benjamin F. Edwards & Company
Missouri
$53K -$866 -11 -2%
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4
5