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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

133 hedge funds and large institutions have $152M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
-2
Holders Change %
-1.48%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
24
Reduced
55
Closed
12
Calls
$546K
Puts
–
Net Calls
+$546K
Net Calls Change
-$797K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.04M
2
SS
2
Simplicity Solutions
Minnesota
$2.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.31M
4
GHA
4
GW Henssler & Associates
Georgia
$1.75M
5
AI
5
Atria Investments
North Carolina
$2.69M

Top Sellers

1
LWA
1
Lowe Wealth Advisors
Maryland
$158K
2
SL
2
Salomon & Ludwin
Virginia
$7.64M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.45M
4
Jane Street
4
Jane Street
New York
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$295K – – –
RJT
77
Raymond James Trust
Florida
$279K – – –
Creative Planning
78
Creative Planning
Kansas
$278K -$41.4K -561 -13%
MCM
79
Mengis Capital Management
Oregon
$264K – – –
EW
80
Element Wealth
Mississippi
$262K – – –
Stifel Financial
81
Stifel Financial
Missouri
$253K +$253K +3,439 New
SPC
82
Sigma Planning Corp
Michigan
$230K -$115K -1,560 -33%
LP
83
LGL Partners
Pennsylvania
$224K +$224K +3,035 New
BAM
84
Bellevue Asset Management
Washington
$221K -$3.39K -46 -2%
FCI
85
Financial Counselors Inc
Kansas
$220K +$220K +2,985 New
MCM
86
MAI Capital Management
Ohio
$218K +$218K +2,961 New
FAIM
87
Financial Advocates Investment Management
Washington
$214K -$6.23K -89 -3%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$207K +$207K +2,800 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$180K – – –
Citigroup
90
Citigroup
New York
$159K -$44.6K -607 -22%
LWA
91
Lowe Wealth Advisors
Maryland
$158K -$3.18M -43,098 -95%
JFA
92
JNBA Financial Advisors
Minnesota
$158K -$78.5K -1,064 -33%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$116K – – –
RDWM
94
Red Door Wealth Management
Tennessee
$112K – – –
Franklin Resources
95
Franklin Resources
California
$88K +$88K +1,150 New
HWA
96
Heritage Wealth Advisors
Virginia
$84.4K – – –
BWA
97
Burt Wealth Advisors
Maryland
$83K – – –
GWS
98
Glassman Wealth Services
Virginia
$74K – – –
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$74K – – –
Fidelity Investments
100
Fidelity Investments
Massachusetts
$72K -$519 -7 -0.7%
2 3
4
5 6