We are live on ! Find out more
AIVL icon

WisdomTree US AI Enhanced Value Fund

118 hedge funds and large institutions have $204M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $379K

0.51% less ownership

Funds ownership: 24.01%23.5% (-0.51%)

3% less capital invested

Capital invested by funds: $209M → $204M (-$5.78M)

6% less funds holding

Funds holding: 126118 (-8)

33% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
2
Increased
31
Reduced
46
Closed
8
Calls
$1.01M
Puts
$379K
Net Calls
+$634K
Net Calls Change
+$379K
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$300K +$497 +6 +0.2%
William Blair & Company
77
William Blair & Company
Illinois
$287K
LPT
78
Legacy Private Trust
Wisconsin
$284K +$17.8K +215 +7%
Creative Planning
79
Creative Planning
Kansas
$280K -$34.8K -420 -11%
SCM
80
SOL Capital Management
Maryland
$279K
NA
81
NewEdge Advisors
Louisiana
$277K -$166 -2 -0.1%
UCFA
82
United Capital Financial Advisors
Texas
$269K
BHB
83
Bank Hapoalim BM
Israel
$253K -$50.9K -615 -17%
Mariner
84
Mariner
Kansas
$252K
SBH
85
Segall Bryant & Hamill
Illinois
$247K
TCOV
86
Trust Company of Vermont
Vermont
$235K
WIM
87
Westside Investment Management
California
$235K -$11.7K -141 -5%
LP
88
LGL Partners
Pennsylvania
$232K +$1.99K +24 +0.9%
MCM
89
MAI Capital Management
Ohio
$207K -$8.44K -102 -4%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$192K +$16.2K +196 +9%
US Bancorp
91
US Bancorp
Minnesota
$138K
BTIS
92
BB&T Investment Services
North Carolina
$100K -$1.41K -17 -1%
CFA
93
Carroll Financial Associates
North Carolina
$95K -$4.14K -50 -4%
BWA
94
Burt Wealth Advisors
Maryland
$95K
SFSIG
95
San Francisco Sentry Investment Group
California
$91K
NFG
96
Next Financial Group
Texas
$80K -$9.93K -120 -11%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$76K
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$76K
LWM
99
Lenox Wealth Management
Ohio
$72K
PRS
100
Pinkerton Retirement Specialists
Idaho
$68K