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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

131 hedge funds and large institutions have $172M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
13
Increased
39
Reduced
34
Closed
15
Calls
$834K
Puts
–
Net Calls
+$834K
Net Calls Change
-$282K

Top Buyers

1
SMG
1
Smart Money Group
Texas
$4.08M
2
RCAG
2
Rehmann Capital Advisory Group
Michigan
$2.03M
3
SHGA
3
Sand Hill Global Advisors
California
$775K
4
VF
4
Virtu Financial
New York
$632K
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.06M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.04M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$736K
4
Bank of America
4
Bank of America
North Carolina
$11.1M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHB
76
First Hawaiian Bank
Hawaii
$315K – – –
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$314K +$11.2K +129 +4%
WLIM
78
White Lighthouse Investment Management
Massachusetts
$304K -$43.5K -500 -13%
Chevy Chase Trust
79
Chevy Chase Trust
Maryland
$266K +$12.5K +144 +5%
WIM
80
Westside Investment Management
California
$248K +$346 +4 +0.1%
LP
81
LGL Partners
Pennsylvania
$245K +$2K +23 +0.8%
TCOV
82
Trust Company of Vermont
Vermont
$242K – – –
AAS
83
Annex Advisory Services
Wisconsin
$239K -$135K -1,550 -36%
Mariner
84
Mariner
Kansas
$237K – – –
PAG
85
Private Advisor Group
New Jersey
$231K +$231K +2,675 New
MML Investors Services
86
MML Investors Services
Massachusetts
$225K +$1.21K +14 +0.5%
GT
87
Glenview Trust
Kentucky
$220K – – –
MCM
88
MAI Capital Management
Ohio
$213K – – –
Bank of New York Mellon
89
Bank of New York Mellon
New York
$211K -$92.5K -1,067 -30%
FANJ
90
Financial Architects (New Jersey)
New Jersey
$200K +$15.2K +175 +8%
TC
91
Trilogy Capital
California
$200K +$200K +2,303 New
AWA
92
Acorn Wealth Advisors
Michigan
$147K +$864 +10 +0.6%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$137K – – –
CIBC Private Wealth Group
94
CIBC Private Wealth Group
Georgia
$125K – – –
BWA
95
Burt Wealth Advisors
Maryland
$98K – – –
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$95K +$16.4K +188 +21%
CFA
97
Carroll Financial Associates
North Carolina
$90K – – –
GWS
98
Glassman Wealth Services
Virginia
$87K – – –
SWM
99
SeaCrest Wealth Management
New York
$87K – – –
SFM
100
Signet Financial Management
New Jersey
$78K – – –
2 3
4
5 6