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WisdomTree US AI Enhanced Value Fund

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.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

52% more call options, than puts

Call options by funds: $749K | Put options by funds: $494K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more funds holding

Funds holding: 122126 (+4)

0.1% less ownership

Funds ownership: 24.12%24.01% (-0.1%)

4% less capital invested

Capital invested by funds: $218M → $209M (-$8.68M)

33% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 48

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.14%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
76
Bank Hapoalim BM
Israel
$298K
PFS
77
Prospera Financial Services
Texas
$292K +$493 +6 +0.2%
William Blair & Company
78
William Blair & Company
Illinois
$280K -$14.4K -175 -5%
SCM
79
SOL Capital Management
Maryland
$272K
NA
80
NewEdge Advisors
Louisiana
$266K +$33.4K +407 +14%
UCFA
81
United Capital Financial Advisors
Texas
$263K +$38K +462 +17%
LPT
82
Legacy Private Trust
Wisconsin
$259K -$10.1K -123 -4%
Northern Trust
83
Northern Trust
Illinois
$256K +$256K +3,115 New
Mariner
84
Mariner
Kansas
$246K -$46.9K -571 -16%
SBH
85
Segall Bryant & Hamill
Illinois
$241K -$10.3K -125 -4%
WIM
86
Westside Investment Management
California
$237K -$12.2K -149 -5%
CWM
87
Concert Wealth Management
California
$232K -$905K -11,014 -80%
TCOV
88
Trust Company of Vermont
Vermont
$229K
LP
89
LGL Partners
Pennsylvania
$224K +$1.73K +21 +0.8%
TSS
90
Two Sigma Securities
New York
$215K +$3.04K +37 +1%
MCM
91
MAI Capital Management
Ohio
$210K
NPC
92
National Planning Corporation
California
$205K +$204K +2,486 New
FANJ
93
Financial Architects (New Jersey)
New Jersey
$171K
US Bancorp
94
US Bancorp
Minnesota
$134K +$109K +1,331 +444%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$128K -$730K -8,882 -85%
BTIS
96
BB&T Investment Services
North Carolina
$99K -$11K -134 -10%
CFA
97
Carroll Financial Associates
North Carolina
$95K
BWA
98
Burt Wealth Advisors
Maryland
$92K
SFSIG
99
San Francisco Sentry Investment Group
California
$88K +$88.3K +1,075 New
NFG
100
Next Financial Group
Texas
$87K