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WisdomTree US AI Enhanced Value Fund

132 hedge funds and large institutions have $242M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
34
Reduced
48
Closed
16
Calls
$2.83M
Puts
Net Calls
+$2.83M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$386K -$20.4K -233 -5%
TRCT
77
Tower Research Capital (TRC)
New York
$375K +$68.7K +785 +22%
P
78
&Partners
Tennessee
$374K -$12.8K -147 -3%
OIA
79
OneDigital Investment Advisors
Kansas
$350K -$350K -4,000 -50%
HighTower Advisors
80
HighTower Advisors
Illinois
$337K +$88 +1 +0%
LFAS
81
Level Four Advisory Services
Texas
$335K
MCM
82
MAI Capital Management
Ohio
$327K +$1.05K +12 +0.3%
MCM
83
Mengis Capital Management
Oregon
$313K
SFS
84
Sowell Financial Services
Arkansas
$303K +$303K +3,463 New
PFS
85
Prospera Financial Services
Texas
$302K +$613 +7 +0.2%
MML Investors Services
86
MML Investors Services
Massachusetts
$297K -$424K -4,841 -59%
FAIM
87
Financial Advocates Investment Management
Washington
$285K -$65.8K -753 -19%
Creative Planning
88
Creative Planning
Kansas
$267K -$18.7K -214 -7%
LP
89
LGL Partners
Pennsylvania
$258K +$2.28K +26 +0.9%
TCOV
90
Trust Company of Vermont
Vermont
$244K
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$235K +$182K +2,079 +340%
IA
92
IFP Advisors
Florida
$234K +$234K +2,690 New
GT
93
Glenview Trust
Kentucky
$221K -$3.49K -40 -2%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$213K
Chevy Chase Trust
95
Chevy Chase Trust
Maryland
$210K -$25K -285 -11%
M&T Bank
96
M&T Bank
New York
$209K +$209K +2,390 New
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$138K
NFG
98
Next Financial Group
Texas
$117K -$13.3K -153 -10%
HWA
99
Heritage Wealth Advisors
Virginia
$100K
BWA
100
Burt Wealth Advisors
Maryland
$98K