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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $138M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
32
Reduced
45
Closed
13
Calls
$586K
Puts
–
Net Calls
+$586K
Net Calls Change
+$164K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.14M
2
PFS
2
Prospera Financial Services
Texas
$483K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.31M
4
LP
4
LGL Partners
Pennsylvania
$221K
5
SDH
5
Sloy Dahl & Holst
Washington
$218K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$920K
3
Morgan Stanley
3
Morgan Stanley
New York
$12.6M
4
AWM
4
AE Wealth Management
Kansas
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$239K +$4.94K +59 +2%
EW
77
Element Wealth
Mississippi
$229K -$69.4K -827 -23%
LP
78
LGL Partners
Pennsylvania
$221K +$221K +2,644 New
SDH
79
Sloy Dahl & Holst
Washington
$218K +$218K +2,353 New
SFPG
80
Stonebridge Financial Planning Group
Florida
$208K -$58.7K -700 -22%
SWM
81
Sculati Wealth Management
Michigan
$206K +$206K +2,462 New
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$204K – – –
BAM
83
Bellevue Asset Management
Washington
$202K -$28.8K -334 -12%
M&T Bank
84
M&T Bank
New York
$201K +$201K +2,390 New
KFI
85
Key Financial Inc
Pennsylvania
$201K +$201K +2,403 New
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$191K – – –
JFA
87
JNBA Financial Advisors
Minnesota
$179K – – –
Citigroup
88
Citigroup
New York
$161K -$19.8K -237 -11%
Franklin Resources
89
Franklin Resources
California
$158K – – –
LWA
90
Lowe Wealth Advisors
Maryland
$152K – – –
RBC
91
Roble Belko & Company
Pennsylvania
$137K +$72.7K +869 +113%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$131K +$167 +2 +0.1%
CTB
93
Country Trust Bank
Illinois
$126K – – –
MIM
94
MTM Investment Management
South Carolina
$120K +$120K +1,431 New
HWA
95
Heritage Wealth Advisors
Virginia
$96K – – –
BWA
96
Burt Wealth Advisors
Maryland
$94K – – –
NFG
97
Next Financial Group
Texas
$87K +$83 +1 +0.1%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$83K – – –
CFGS
99
Concourse Financial Group Securities
Alabama
$82K +$16.8K +200 +26%
SBL
100
Sargent Bickham Lagudis
Colorado
$78K +$78K +929 New
2 3
4
5 6