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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

139 hedge funds and large institutions have $170M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
28
Reduced
45
Closed
18
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
-$270K

Top Buyers

1
SL
1
Salomon & Ludwin
Virginia
$10.8M
2
TC
2
Trilogy Capital
California
$10.3M
3
SMG
3
Smart Money Group
Texas
$3.25M
4
CC
4
Claybrook Capital
Massachusetts
$3.11M
5
TCPWM
5
Traverso Chambers Private Wealth Management
California
$1.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
Jane Street
4
Jane Street
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$4.66M
Name Market Value Shares Shares
Change 		Shares
Change %
BTS
76
BB&T Securities
Virginia
$350K 4,551 +54 +1%
SFS
77
Sowell Financial Services
Arkansas
$350K 4,551 +4,551 New
HighTower Advisors
78
HighTower Advisors
Illinois
$349K 4,552 +130 +3%
FHB
79
First Hawaiian Bank
Hawaii
$319K 4,142 +518 +14%
OIA
80
OneDigital Investment Advisors
Kansas
$308K 4,000 +4,000 New
FAIM
81
Financial Advocates Investment Management
Washington
$305K 3,963 -153 -4%
LFAS
82
Level Four Advisory Services
Texas
$295K 3,831 – –
AFG
83
Albion Financial Group
Utah
$289K 3,754 – –
WIM
84
Westside Investment Management
California
$283K 3,675 +597 +19%
MCM
85
Mengis Capital Management
Oregon
$276K 3,589 -50 -1%
Citadel Advisors
86
Citadel Advisors
Florida
$268K 3,477 -1,222 -26%
GLLW
87
Graves Light Lenhart Wealth
Virginia
$266K 3,459 +3,459 New
Chevy Chase Trust
88
Chevy Chase Trust
Maryland
$231K 3,003 +265 +10%
Mariner
89
Mariner
Kansas
$225K 2,925 +200 +7%
LP
90
LGL Partners
Pennsylvania
$222K 2,879 +35 +1%
TCOV
91
Trust Company of Vermont
Vermont
$214K 2,785 – –
PAG
92
Private Advisor Group
New Jersey
$202K 2,621 -2,075 -44%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$122K 1,580 – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$96K 1,244 – –
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$94K 1,218 +966 +383%
BWA
96
Burt Wealth Advisors
Maryland
$87K 1,124 – –
CFA
97
Carroll Financial Associates
North Carolina
$85K 1,070 – –
IA
98
IFP Advisors
Florida
$77K 1,000 -4,000 -80%
GWS
99
Glassman Wealth Services
Virginia
$77K 1,000 – –
SWM
100
SeaCrest Wealth Management
New York
$77K 1,000 – –
2 3
4
5 6