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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

109 hedge funds and large institutions have $432M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-4
Holders Change %
-3.54%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
7
Increased
42
Reduced
41
Closed
10
Calls
–
Puts
$418K
Net Calls
-$418K
Net Calls Change
-$418K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$62M
2
Wells Fargo
2
Wells Fargo
California
$31.4M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$2.49M
4
NFG
4
Nadler Financial Group
Illinois
$14.5M
5
Bank of America
5
Bank of America
North Carolina
$26.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
VKH
2
Virtu KCG Holdings
New York
$555K
3
SG Americas Securities
3
SG Americas Securities
New York
$111K
4
EVM
4
Eaton Vance Management
Massachusetts
$0
5
LIA
5
LBMC Investment Advisors
Tennessee
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
101
LBA Wealth Management
Florida
$24K +$14.7K +199 +159%
OCM
102
One Capital Management
California
$22K +$22K +300 New
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$21K – – –
ARMC
104
American Research & Management Company
Massachusetts
$20K +$148 +2 +0.7%
TF
105
Tompkins Financial
New York
$18K – – –
AA
106
AlphaMark Advisors
Kentucky
$15K – – –
GAM
107
Gemmer Asset Management
California
$11K +$150 +2 +1%
HPBT
108
High Point Bank & Trust
North Carolina
$11K +$3.91K +53 +55%
RIA
109
Regal Investment Advisors
Michigan
$7K – – –
Jane Street
110
Jane Street
New York
– -$6.93M -93,797 Closed
EVM
111
Eaton Vance Management
Massachusetts
– -$1.19M -16,113 Closed
Bank of New York Mellon
112
Bank of New York Mellon
New York
– -$440K -5,957 Closed
FIG
113
Fusion Investment Group
Pennsylvania
– -$94K -1,269 Closed
CFA
114
Carroll Financial Associates
North Carolina
– -$48K -650 Closed
CG
115
Colony Group
Massachusetts
– -$18K -246 Closed
HCM
116
Highlander Capital Management
New Jersey
– -$12.9K -175 Closed
BRWA
117
B. Riley Wealth Advisors
Florida
– -$11.1K -150 Closed
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
– -$6K -83 Closed
HI
119
Hudock Inc
Pennsylvania
– -$5K -72 Closed
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