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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

135 hedge funds and large institutions have $143M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-19
Holders Change %
-12.34%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
29
Reduced
60
Closed
24
Calls
$1.34M
Puts
–
Net Calls
+$1.34M
Net Calls Change
-$2.65M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.96M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.99M
5
CAN
5
Cetera Advisor Networks
California
$2.62M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AWM
3
AE Wealth Management
Kansas
$1.68M
4
UBS Group
4
UBS Group
Switzerland
$3.46M
5
SMG
5
Smart Money Group
Texas
$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
76
Creative Planning
Kansas
$280K +$82.8K +1,280 +42%
P
77
&Partners
Tennessee
$270K -$6.46K -100 -2%
OIA
78
OneDigital Investment Advisors
Kansas
$258K – – –
LFAS
79
Level Four Advisory Services
Texas
$247K – – –
RJT
80
Raymond James Trust
Florida
$244K -$24.4K -378 -9%
MCM
81
Mengis Capital Management
Oregon
$231K – – –
EW
82
Element Wealth
Mississippi
$230K -$9.38K -145 -4%
PFS
83
Prospera Financial Services
Texas
$224K +$453 +7 +0.2%
BAM
84
Bellevue Asset Management
Washington
$216K -$11.4K -161 -5%
HighTower Advisors
85
HighTower Advisors
Illinois
$211K -$17.6K -272 -8%
JFA
86
JNBA Financial Advisors
Minnesota
$207K -$223K -3,449 -52%
FAIM
87
Financial Advocates Investment Management
Washington
$204K -$10.4K -160 -5%
PAG
88
Private Advisor Group
New Jersey
$200K +$58K +898 +41%
TCOV
89
Trust Company of Vermont
Vermont
$180K – – –
Citigroup
90
Citigroup
New York
$179K -$170K -2,638 -49%
IA
91
IFP Advisors
Florida
$171K -$6.6K -100 -4%
KFI
92
Key Financial Inc
Pennsylvania
$159K +$131 +2 +0.1%
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$157K – – –
AIC
94
Ameritas Investment Company
Nebraska
$110K +$647 +10 +0.6%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$102K -$20.3K -314 -17%
RBC
96
Roble Belko & Company
Pennsylvania
$100K +$100K +1,550 New
RDWM
97
Red Door Wealth Management
Tennessee
$98K +$98K +1,520 New
NFG
98
Next Financial Group
Texas
$78K -$6.17K -95 -7%
HWA
99
Heritage Wealth Advisors
Virginia
$74K – – –
BWA
100
Burt Wealth Advisors
Maryland
$73K – – –
2 3
4
5 6