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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

124 hedge funds and large institutions have $135M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
51
Closed
17
Calls
$422K
Puts
–
Net Calls
+$422K
Net Calls Change
-$124K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.46M
2
WB
Webster Bank
Connecticut
$1.05M
3
AAS
Avantax Advisory Services
Texas
$299K
4
GHA
GW Henssler & Associates
Georgia
$2.01M
5
WPIC
White Pine Investment Company
Michigan
$1.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
AI
Atria Investments
North Carolina
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$119K
4
BSAM
Blue Sky Asset Management
Colorado
$1.99M
5
AWM
AE Wealth Management
Kansas
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
76
Sigma Planning Corp
Michigan
$228K -$6.55K -87 -3%
FCI
77
Financial Counselors Inc
Kansas
$225K – – –
MCM
78
MAI Capital Management
Ohio
$223K – – –
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$210K -$225 -3 -0.1%
BAM
80
Bellevue Asset Management
Washington
$202K -$24K -318 -11%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$184K – – –
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$171K +$52.5K +700 +44%
Citigroup
83
Citigroup
New York
$163K +$226 +3 +0.1%
JFA
84
JNBA Financial Advisors
Minnesota
$161K – – –
Franklin Resources
85
Franklin Resources
California
$143K +$56K +740 +64%
LWA
86
Lowe Wealth Advisors
Maryland
$137K -$24.3K -322 -15%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$119K -$2.3M -30,273 -95%
CTB
88
Country Trust Bank
Illinois
$114K +$114K +1,509 New
PFS
89
Prospera Financial Services
Texas
$99K -$354K -4,700 -78%
HWA
90
Heritage Wealth Advisors
Virginia
$86.4K – – –
BWA
91
Burt Wealth Advisors
Maryland
$85K – – –
NFG
92
Next Financial Group
Texas
$79K +$79K +1,041 New
Fidelity Investments
93
Fidelity Investments
Massachusetts
$78K +$4.61K +61 +6%
GWS
94
Glassman Wealth Services
Virginia
$75K – – –
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$75K – – –
S
96
SignatureFD
Georgia
$63K +$605 +8 +1%
CFGS
97
Concourse Financial Group Securities
Alabama
$59K – – –
TAM
98
Townsend Asset Management
North Carolina
$58K -$226 -3 -0.4%
RBC
99
Roble Belko & Company
Pennsylvania
$58K – – –
AIA
100
Arcadia Investment Advisors
Idaho
$55.4K – – –
2 3
4
5 6