AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

126 hedge funds and large institutions have $240M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
29
Reduced
47
Closed
8
Calls
$3.02M
Puts
$482K
Net Calls
+$2.54M
Net Calls Change
+$1.38M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.78M
2
SG Americas Securities
2
SG Americas Securities
New York
$1.69M
3
SHGA
3
Sand Hill Global Advisors
California
$1.15M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.09M
5
JFA
5
JNBA Financial Advisors
Minnesota
$433K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.6M
2
Bank of America
2
Bank of America
North Carolina
$35.3M
3
UBS Group
3
UBS Group
Switzerland
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.7M
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IUHSA
76
Itau Unibanco Holding S.A.
Brazil
$365K -$65.3K -814 -15%
MCM
77
Mengis Capital Management
Oregon
$363K -$51.5K -643 -12%
PAG
78
Private Advisor Group
New Jersey
$360K -$69.7K -861 -16%
Creative Planning
79
Creative Planning
Kansas
$359K -$36.9K -459 -9%
Goldman Sachs
80
Goldman Sachs
New York
$354K +$141K +1,756 +66%
BTS
81
BB&T Securities
Virginia
$353K – – –
AFG
82
Albion Financial Group
Utah
$318K +$22.1K +275 +7%
SCM
83
SOL Capital Management
Maryland
$317K – – –
SBH
84
Segall Bryant & Hamill
Illinois
$313K -$80.2K -999 -20%
BF
85
Blankinship & Foster
California
$305K +$305K +3,797 New
BHB
86
Bank Hapoalim BM
Israel
$301K – – –
BFEC
87
Benjamin F. Edwards & Company
Missouri
$289K +$235K +2,924 +434%
William Blair & Company
88
William Blair & Company
Illinois
$287K – – –
Mariner
89
Mariner
Kansas
$286K -$37.6K -468 -12%
PFS
90
Prospera Financial Services
Texas
$284K +$562 +7 +0.2%
HighTower Advisors
91
HighTower Advisors
Illinois
$278K -$18.3K -228 -6%
NA
92
NewEdge Advisors
Louisiana
$232K -$82 -1 -0%
TCOV
93
Trust Company of Vermont
Vermont
$224K – – –
UCFA
94
United Capital Financial Advisors
Texas
$219K – – –
LP
95
LGL Partners
Pennsylvania
$215K +$1.92K +24 +0.9%
Northern Trust
96
Northern Trust
Illinois
$211K -$8.03K -100 -4%
FNBT
97
FineMark National Bank & Trust
Florida
$207K – – –
MCM
98
MAI Capital Management
Ohio
$205K – – –
WIM
99
Westside Investment Management
California
$202K +$202K +2,495 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$171K +$171K +2,131 New
2 3
4
5 6