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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

132 hedge funds and large institutions have $178M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
29
Reduced
46
Closed
11
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$830K

Top Buyers

1
TC
1
Trilogy Capital
California
$3.25M
2
CAN
2
Cetera Advisor Networks
California
$1.72M
3
Ameriprise
3
Ameriprise
Minnesota
$4.35M
4
SFG
4
StrategIQ Financial Group
Indiana
$3.01M
5
Jane Street
5
Jane Street
New York
$1.45M

Top Sellers

1
SMG
1
Smart Money Group
Texas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.92M
4
LPL Financial
4
LPL Financial
California
$4.99M
5
UBS Group
5
UBS Group
Switzerland
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
76
Mengis Capital Management
Oregon
$329K -$2.26K -25 -0.7%
FHB
77
First Hawaiian Bank
Hawaii
$328K – – –
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$326K – – –
WIM
79
Westside Investment Management
California
$280K +$19.2K +211 +7%
LP
80
LGL Partners
Pennsylvania
$257K +$2.53K +28 +1%
WLIM
81
White Lighthouse Investment Management
Massachusetts
$253K -$63.4K -700 -20%
TCOV
82
Trust Company of Vermont
Vermont
$252K – – –
Chevy Chase Trust
83
Chevy Chase Trust
Maryland
$248K -$28.6K -316 -10%
Mariner
84
Mariner
Kansas
$246K – – –
GT
85
Glenview Trust
Kentucky
$229K – – –
MCM
86
MAI Capital Management
Ohio
$222K – – –
HWA
87
HCR Wealth Advisors
California
$219K -$112K -1,300 -34%
AAS
88
Annex Advisory Services
Wisconsin
$202K -$46.1K -511 -19%
SWP
89
Stratos Wealth Partners
Ohio
$182K +$182K +2,008 New
FANJ
90
Financial Architects (New Jersey)
New Jersey
$165K -$42.9K -475 -21%
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$143K – – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$112K +$112K +1,244 New
BWA
93
Burt Wealth Advisors
Maryland
$102K – – –
CFA
94
Carroll Financial Associates
North Carolina
$96K +$2.24K +25 +2%
GWS
95
Glassman Wealth Services
Virginia
$90K – – –
SWM
96
SeaCrest Wealth Management
New York
$90K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$81K -$16.9K -188 -17%
SFM
98
Signet Financial Management
New Jersey
$81K – – –
NL
99
NVWM LLC
Pennsylvania
$74K – – –
S
100
SignatureFD
Georgia
$70K -$3.44K -38 -5%
2 3
4
5 6