AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
3.04%
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

1
AWM
1
AE Wealth Management
Kansas
$17.5M
2
SS
2
Simplicity Solutions
Minnesota
$15.5M
3
TC
3
Trilogy Capital
California
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.53M
5
FGAM
5
Financial Gravity Asset Management
Texas
$5.8M

Top Sellers

1
SFG
1
StrategIQ Financial Group
Indiana
$3.35M
2
UBS Group
2
UBS Group
Switzerland
$8.27M
3
VC
3
Vicus Capital
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$9M
5
RCG
5
Ruggie Capital Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$441K -$93 -1 -0%
GLLW
77
Graves Light Lenhart Wealth
Virginia
$441K – – –
BF
78
Blankinship & Foster
California
$433K -$230K -2,487 -35%
HWA
79
HCR Wealth Advisors
California
$430K +$430K +4,650 New
TRCT
80
Tower Research Capital (TRC)
New York
$427K +$30K +324 +8%
JWS
81
Juncture Wealth Strategies
Arizona
$412K -$104K -1,126 -20%
SPC
82
Sigma Planning Corp
Michigan
$396K -$12.4K -134 -3%
P
83
&Partners
Tennessee
$396K – – –
RJT
84
Raymond James Trust
Florida
$385K -$35K -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 +$342K +3,702 New
MCM
89
Mengis Capital Management
Oregon
$331K – – –
HighTower Advisors
90
HighTower Advisors
Illinois
$326K -$28.1K -305 -8%
PFS
91
Prospera Financial Services
Texas
$320K +$648 +7 +0.2%
FAIM
92
Financial Advocates Investment Management
Washington
$306K +$4.26K +46 +1%
MML Investors Services
93
MML Investors Services
Massachusetts
$305K -$9.16K -99 -3%
BAM
94
Bellevue Asset Management
Washington
$296K +$296K +3,205 New
Creative Planning
95
Creative Planning
Kansas
$282K +$92 +1 +0%
LP
96
LGL Partners
Pennsylvania
$276K +$2.69K +29 +1%
TCOV
97
Trust Company of Vermont
Vermont
$258K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$250K +$741 +8 +0.3%
IA
99
IFP Advisors
Florida
$249K – – –
GT
100
Glenview Trust
Kentucky
$234K – – –
2 3
4
5 6