AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

134 hedge funds and large institutions have $190M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
33
Reduced
49
Closed
16
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$307K

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$3.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.91M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.47M
4
CA
4
Cetera Advisors
Colorado
$1.14M
5
Jane Street
5
Jane Street
New York
$3.95M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$574K
2
Bank of America
2
Bank of America
North Carolina
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.5M
4
Ameriprise
4
Ameriprise
Minnesota
$2.76M
5
SG Americas Securities
5
SG Americas Securities
New York
$563K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
76
Prospera Financial Services
Texas
$302K +$302K +3,569 New
Bank of New York Mellon
77
Bank of New York Mellon
New York
$297K -$200K -2,357 -40%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$294K +$18.2K +216 +7%
William Blair & Company
79
William Blair & Company
Illinois
$287K – – –
NA
80
NewEdge Advisors
Louisiana
$264K -$4.69K -57 -2%
Chevy Chase Trust
81
Chevy Chase Trust
Maryland
$246K -$103K -1,222 -30%
LP
82
LGL Partners
Pennsylvania
$236K +$1.69K +20 +0.7%
WIM
83
Westside Investment Management
California
$236K +$8.49K +103 +4%
TCOV
84
Trust Company of Vermont
Vermont
$235K – – –
Mariner
85
Mariner
Kansas
$230K -$22.5K -267 -9%
MML Investors Services
86
MML Investors Services
Massachusetts
$218K +$8.53K +101 +4%
GT
87
Glenview Trust
Kentucky
$214K +$214K +2,530 New
MCM
88
MAI Capital Management
Ohio
$207K – – –
FAAS
89
First Allied Advisory Services
California
$206K +$31.1K +370 +18%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$180K -$12.7K -150 -7%
CCA
91
Clearwater Capital Advisors
Illinois
$158K +$158K +1,874 New
AWA
92
Acorn Wealth Advisors
Michigan
$146K -$34.6K -401 -19%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$134K -$671K -7,908 -83%
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$122K +$85 +1 +0.1%
SWP
95
Stratos Wealth Partners
Ohio
$106K +$33.8K +401 +47%
BWA
96
Burt Wealth Advisors
Maryland
$95K – – –
SFSIG
97
San Francisco Sentry Investment Group
California
$91K – – –
CFA
98
Carroll Financial Associates
North Carolina
$88K – – –
GWS
99
Glassman Wealth Services
Virginia
$85K – – –
SWM
100
SeaCrest Wealth Management
New York
$85K – – –
2 3
4
5 6