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WisdomTree US AI Enhanced Value Fund
AIVL

154 hedge funds and large institutions have $283M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

17% more capital invested

Capital invested by funds: $242M → $283M (+$41.1M)

17% more funds holding

Funds holding: 132 → 154 (+22)

4.08% more ownership

Funds ownership: 30.13% → 34.21% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
42
Reduced
35
Closed
7
Calls
$3.99M
Puts
–
Net Calls
+$3.99M
Net Calls Change
+$1.16M

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$7.13M
2
SS
Simplicity Solutions
Minnesota
+$7.08M
3
TC
Trilogy Capital
California
+$2.49M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.44M
5
FGAM
Financial Gravity Asset Management
Texas
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
SFG
StrategIQ Financial Group
Indiana
-$2M
2
UBS Group
UBS Group
Switzerland
-$1.64M
3
VC
Vicus Capital
Pennsylvania
-$1.41M
4
Bank of America
Bank of America
North Carolina
-$1.03M
5
RCG
Ruggie Capital Group
Florida
-$986K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
76
Lido Advisors
California
$441K -$89 -1 -0%
GLLW
77
Graves Light Lenhart Wealth
Virginia
$441K – – –
BF
78
Blankinship & Foster
California
$433K -$222K -2,487 -35%
HWA
79
HCR Wealth Advisors
California
$430K +$415K +4,650 New
TRCT
80
Tower Research Capital (TRC)
New York
$427K +$28.9K +324 +8%
JWS
81
Juncture Wealth Strategies
Arizona
$412K -$100K -1,126 -20%
SPC
82
Sigma Planning Corp
Michigan
$396K -$12K -134 -3%
P
83
&Partners
Tennessee
$396K – – –
RJT
84
Raymond James Trust
Florida
$385K -$33.7K -378 -8%
OIA
85
OneDigital Investment Advisors
Kansas
$370K – – –
LFAS
86
Level Four Advisory Services
Texas
$354K – – –
MCM
87
MAI Capital Management
Ohio
$346K – – –
EW
88
Element Wealth
Mississippi
$342K +$330K +3,702 New
MCM
89
Mengis Capital Management
Oregon
$331K – – –
HighTower Advisors
90
HighTower Advisors
Illinois
$326K -$27.2K -305 -8%
PFS
91
Prospera Financial Services
Texas
$320K +$625 +7 +0.2%
FAIM
92
Financial Advocates Investment Management
Washington
$306K +$4.1K +46 +1%
MML Investors Services
93
MML Investors Services
Massachusetts
$305K -$8.83K -99 -3%
BAM
94
Bellevue Asset Management
Washington
$296K +$286K +3,205 New
Creative Planning
95
Creative Planning
Kansas
$282K +$89 +1 +0%
LP
96
LGL Partners
Pennsylvania
$276K +$2.59K +29 +1%
TCOV
97
Trust Company of Vermont
Vermont
$258K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$250K +$714 +8 +0.3%
IA
99
IFP Advisors
Florida
$249K – – –
GT
100
Glenview Trust
Kentucky
$234K – – –
2 3
4
5 6

AIVL Hedge Fund Activity: Q4 2019 in Review

154 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q4 2019, worth a combined $283M — up 17% from $242M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AIVL positions and 7 closed out — a net gain of 23 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.13M. The largest seller was StrategIQ Financial Group, cutting an estimated $2M.

  • 154 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q4 2019, up from 132 in Q3 2019.
  • Funds reported $283M of WisdomTree US AI Enhanced Value Fund stock for Q4 2019, up 17% quarter-over-quarter.
  • 30 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q4 2019 and 7 closed out, a net change of +23 holders.
  • The largest WisdomTree US AI Enhanced Value Fund buyer in Q4 2019 was AE Wealth Management, an estimated $7.13M added.
  • The largest WisdomTree US AI Enhanced Value Fund seller in Q4 2019 was StrategIQ Financial Group, an estimated $2M sold.

Based on aggregated 13F filings for Q4 2019.