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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $137M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 51 reducing their positions, and 6 closing their positions.

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
30
Reduced
51
Closed
6
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$227K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$2.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.39M
3
TYCC
3
Texas Yale Capital Corp
Florida
$775K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.9M
5
JWS
5
Juncture Wealth Strategies
Arizona
$472K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.05M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$7.78M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.54M
4
Citadel Advisors
4
Citadel Advisors
Florida
$739K
5
Morgan Stanley
5
Morgan Stanley
New York
$9.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
76
&Partners
Tennessee
$235K – – –
SWM
77
Sculati Wealth Management
Michigan
$232K – – –
MCM
78
Mengis Capital Management
Oregon
$229K -$30.5K -325 -12%
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$229K – – –
Truist Financial
80
Truist Financial
North Carolina
$225K +$1.78K +19 +0.8%
KFI
81
Key Financial Inc
Pennsylvania
$222K +$94 +1 +0%
ARG
82
Advisory Resource Group
Oklahoma
$204K – – –
SFPG
83
Stonebridge Financial Planning Group
Florida
$194K -$19.6K -200 -9%
BAM
84
Bellevue Asset Management
Washington
$193K -$6.99K -74 -3%
JFA
85
JNBA Financial Advisors
Minnesota
$187K – – –
RBC
86
Roble Belko & Company
Pennsylvania
$178K – – –
Franklin Resources
87
Franklin Resources
California
$178K – – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$145K -$2.92K -31 -2%
LWA
89
Lowe Wealth Advisors
Maryland
$140K -$5.44K -58 -4%
AF
90
Allworth Financial
California
$139K – – –
MIM
91
MTM Investment Management
South Carolina
$134K – – –
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$125K +$31.2K +333 +33%
William Blair & Company
93
William Blair & Company
Illinois
$124K – – –
CTB
94
Country Trust Bank
Illinois
$123K -$18.8K -200 -13%
HI
95
Harbour Investments
Wisconsin
$120K +$94 +1 +0.1%
HWA
96
Heritage Wealth Advisors
Virginia
$108K – – –
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$102K +$39K +396 +62%
NFG
98
Next Financial Group
Texas
$98K +$1.03K +11 +1%
HWMA
99
Heritage Wealth Management (Arizona)
Arizona
$92K -$7.78K -83 -8%
SBL
100
Sargent Bickham Lagudis
Colorado
$87K – – –
2 3
4
5 6