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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

126 hedge funds and large institutions have $209M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
32
Reduced
48
Closed
7
Calls
$749K
Puts
$494K
Net Calls
+$255K
Net Calls Change
-$182K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.06M
2
Jane Street
2
Jane Street
New York
$2.71M
3
PAG
3
Private Advisory Group
Washington
$739K
4
WDL
4
Well Done LLC
Michigan
$5.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.16M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.6M
3
Credit Agricole
3
Credit Agricole
France
$0
4
CWM
4
Concert Wealth Management
California
$232K
5
FAM
5
Flaharty Asset Management
Florida
$743
Name Market Value Shares Shares
Change 		Shares
Change %
BHB
76
Bank Hapoalim BM
Israel
$298K 3,617 – –
PFS
77
Prospera Financial Services
Texas
$292K 3,552 +6 +0.2%
William Blair & Company
78
William Blair & Company
Illinois
$280K 3,400 -175 -5%
SCM
79
SOL Capital Management
Maryland
$272K 3,305 – –
NA
80
NewEdge Advisors
Louisiana
$266K 3,253 +407 +14%
UCFA
81
United Capital Financial Advisors
Texas
$263K 3,190 +462 +17%
LPT
82
Legacy Private Trust
Wisconsin
$259K 3,152 -123 -4%
Northern Trust
83
Northern Trust
Illinois
$256K 3,115 +3,115 New
Mariner
84
Mariner
Kansas
$246K 2,992 -571 -16%
SBH
85
Segall Bryant & Hamill
Illinois
$241K 2,925 -125 -4%
WIM
86
Westside Investment Management
California
$237K 2,898 -149 -5%
CWM
87
Concert Wealth Management
California
$232K 2,825 -11,014 -80%
TCOV
88
Trust Company of Vermont
Vermont
$229K 2,785 – –
LP
89
LGL Partners
Pennsylvania
$224K 2,725 +21 +0.8%
TSS
90
Two Sigma Securities
New York
$215K 2,615 +37 +1%
MCM
91
MAI Capital Management
Ohio
$210K 2,552 – –
NPC
92
National Planning Corporation
California
$205K 2,486 +2,486 New
FANJ
93
Financial Architects (New Jersey)
New Jersey
$171K 2,080 – –
US Bancorp
94
US Bancorp
Minnesota
$134K 1,631 +1,331 +444%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$128K 1,559 -8,882 -85%
BTIS
96
BB&T Investment Services
North Carolina
$99K 1,199 -134 -10%
CFA
97
Carroll Financial Associates
North Carolina
$95K 1,165 – –
BWA
98
Burt Wealth Advisors
Maryland
$92K 1,124 – –
SFSIG
99
San Francisco Sentry Investment Group
California
$88K 1,075 +1,075 New
NFG
100
Next Financial Group
Texas
$87K 1,055 – –
2 3
4
5 6