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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

143 hedge funds and large institutions have $221M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
40
Reduced
42
Closed
13
Calls
$1.37M
Puts
$205K
Net Calls
+$1.16M
Net Calls Change
-$231K

Top Buyers

1
TC
1
Trilogy Capital
California
$23.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.2M
3
Jane Street
3
Jane Street
New York
$3.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.47M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$2.16M

Top Sellers

1
CC
1
Claybrook Capital
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$8.87M
3
UBS Group
3
UBS Group
Switzerland
$8.05M
4
CA
4
Cetera Advisors
Colorado
$0
5
SMG
5
Smart Money Group
Texas
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
76
HCR Wealth Advisors
California
$398K 4,650 +4,650 New
RJT
77
Raymond James Trust
Florida
$388K 4,541 -59 -1%
P
78
&Partners
Tennessee
$387K 4,530 -800 -15%
SFS
79
Sowell Financial Services
Arkansas
$383K 4,476 -75 -2%
HighTower Advisors
80
HighTower Advisors
Illinois
$368K 4,276 -276 -6%
TRCT
81
Tower Research Capital (TRC)
New York
$352K 4,118 +4,118 New
OIA
82
OneDigital Investment Advisors
Kansas
$342K 4,000 – –
FAIM
83
Financial Advocates Investment Management
Washington
$340K 3,982 +19 +0.5%
LFAS
84
Level Four Advisory Services
Texas
$328K 3,831 – –
AFG
85
Albion Financial Group
Utah
$321K 3,754 – –
MCM
86
Mengis Capital Management
Oregon
$306K 3,589 – –
PFS
87
Prospera Financial Services
Texas
$299K 3,437 -1,134 -25%
ZB
88
Zions Bancorporation
Utah
$283K 3,310 +3,310 New
Chevy Chase Trust
89
Chevy Chase Trust
Maryland
$261K 3,003 – –
LP
90
LGL Partners
Pennsylvania
$247K 2,895 +16 +0.6%
TCOV
91
Trust Company of Vermont
Vermont
$238K 2,785 – –
Mariner
92
Mariner
Kansas
$233K 2,725 -200 -7%
Creative Planning
93
Creative Planning
Kansas
$222K 2,598 +2,598 New
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$221K 2,585 +1,005 +64%
GT
95
Glenview Trust
Kentucky
$216K 2,530 +2,530 New
MCM
96
MAI Capital Management
Ohio
$209K 2,450 +2,450 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$135K 1,579 +361 +30%
NFG
98
Next Financial Group
Texas
$119K 1,394 +1,180 +551%
NFH
99
NEXT Financial Holdings
Texas
$119K 1,394 +1,394 New
HWA
100
Heritage Wealth Advisors
Virginia
$97.9K 1,145 +1,145 New
2 3
4
5 6