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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

138 hedge funds and large institutions have $230M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
138
Holders Change
+20
Holders Change %
+16.95%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
36
Reduced
39
Closed
9
Calls
$1.13M
Puts
$318K
Net Calls
+$809K
Net Calls Change
+$175K

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$3.66M
2
Jane Street
2
Jane Street
New York
$2.94M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.82M
4
B
4
Barings
North Carolina
$1.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.29M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.49M
2
VF
2
Virtu Financial
New York
$0
3
ICOA
3
Investment Centers of America
North Dakota
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
HCP
5
Holt Capital Partners
Texas
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
76
Financial Advocates Investment Management
Washington
$351K +$351K +3,969 New
AFG
77
Albion Financial Group
Utah
$335K -$2.65K -30 -0.8%
Creative Planning
78
Creative Planning
Kansas
$314K +$20.5K +232 +7%
William Blair & Company
79
William Blair & Company
Illinois
$301K – – –
LWS
80
Lucia Wealth Services
California
$295K +$295K +3,341 New
NA
81
NewEdge Advisors
Louisiana
$294K +$1.53K +17 +0.5%
SCM
82
SOL Capital Management
Maryland
$292K – – –
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$289K -$92.4K -1,044 -24%
PAG
84
Private Advisor Group
New Jersey
$267K -$187K -2,070 -41%
Mariner
85
Mariner
Kansas
$264K – – –
SBH
86
Segall Bryant & Hamill
Illinois
$259K – – –
WIM
87
Westside Investment Management
California
$249K +$270 +3 +0.1%
LPT
88
Legacy Private Trust
Wisconsin
$246K -$51.4K -582 -17%
TCOV
89
Trust Company of Vermont
Vermont
$246K – – –
LP
90
LGL Partners
Pennsylvania
$245K +$2.12K +24 +0.9%
FHB
91
First Hawaiian Bank
Hawaii
$239K +$239K +2,701 New
MML Investors Services
92
MML Investors Services
Massachusetts
$219K +$219K +2,480 New
MCM
93
MAI Capital Management
Ohio
$217K – – –
Northern Trust
94
Northern Trust
Illinois
$213K -$182K -2,062 -46%
FANJ
95
Financial Architects (New Jersey)
New Jersey
$201K – – –
AWA
96
Acorn Wealth Advisors
Michigan
$188K +$188K +2,092 New
FAAS
97
First Allied Advisory Services
California
$184K +$184K +2,083 New
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$127K +$127K +1,437 New
KFA
99
Kabarec Financial Advisors
Illinois
$110K +$110K +1,245 New
BTIS
100
BB&T Investment Services
North Carolina
$103K -$1.59K -18 -2%
2 3
4
5 6