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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.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.95%
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 Market Value Shares Shares
Change
Shares
Change %
PFS
76
Prospera Financial Services
Texas
$300K 3,558 +6 +0.2%
William Blair & Company
77
William Blair & Company
Illinois
$287K 3,400
LPT
78
Legacy Private Trust
Wisconsin
$284K 3,367 +215 +7%
Creative Planning
79
Creative Planning
Kansas
$280K 3,317 -420 -11%
SCM
80
SOL Capital Management
Maryland
$279K 3,305
NA
81
NewEdge Advisors
Louisiana
$277K 3,251 -2 -0.1%
UCFA
82
United Capital Financial Advisors
Texas
$269K 3,190
BHB
83
Bank Hapoalim BM
Israel
$253K 3,002 -615 -17%
Mariner
84
Mariner
Kansas
$252K 2,992
SBH
85
Segall Bryant & Hamill
Illinois
$247K 2,925
TCOV
86
Trust Company of Vermont
Vermont
$235K 2,785
WIM
87
Westside Investment Management
California
$235K 2,757 -141 -5%
LP
88
LGL Partners
Pennsylvania
$232K 2,749 +24 +0.9%
MCM
89
MAI Capital Management
Ohio
$207K 2,450 -102 -4%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$192K 2,276 +196 +9%
US Bancorp
91
US Bancorp
Minnesota
$138K 1,631
BTIS
92
BB&T Investment Services
North Carolina
$100K 1,182 -17 -1%
CFA
93
Carroll Financial Associates
North Carolina
$95K 1,115 -50 -4%
BWA
94
Burt Wealth Advisors
Maryland
$95K 1,124
SFSIG
95
San Francisco Sentry Investment Group
California
$91K 1,075
NFG
96
Next Financial Group
Texas
$80K 935 -120 -11%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$76K 900
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$76K 900
LWM
99
Lenox Wealth Management
Ohio
$72K 863
PRS
100
Pinkerton Retirement Specialists
Idaho
$68K 800