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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $362M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
38
Reduced
36
Closed
11
Calls
–
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$779K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35.9M
2
BTS
2
BB&T Securities
Virginia
$5.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$66.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.16M
5
Wells Fargo
5
Wells Fargo
California
$34.3M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
SC
2
SouthState Corp
Florida
$1.48M
3
LIA
3
LBMC Investment Advisors
Tennessee
$0
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$10.1M
5
VFS
5
VSR Financial Services
Kansas
$740K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCCM
101
First City Capital Management
Georgia
$82.1K – – –
LWCFA
102
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67K +$67K +877 New
WA
103
WFG Advisors
Texas
$56K -$8.85K -115 -14%
WEC
104
Winslow Evans & Crocker
Massachusetts
$49.9K – – –
DADC
105
D.A. Davidson & Co
Montana
$49K – – –
NFG
106
Next Financial Group
Texas
$47K -$51.4K -672 -52%
US Bancorp
107
US Bancorp
Minnesota
$36K -$778 -10 -2%
TSW
108
Thompson Siegel & Walmsley
Virginia
$26K +$26K +340 New
LWM
109
LBA Wealth Management
Florida
$25K – – –
AIP
110
Ameritas Investment Partners
Nebraska
$23K +$23K +300 New
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$21K – – –
TF
112
Tompkins Financial
New York
$18K – – –
HPBT
113
High Point Bank & Trust
North Carolina
$11K – – –
GAM
114
Gemmer Asset Management
California
$11K +$148 +2 +1%
AIM
115
Advantage Investment Management
Iowa
$6K +$6K +74 New
BRWA
116
B. Riley Wealth Advisors
Florida
$12 +$12 +150 New
CPO
117
Cerity Partners OCIO
New York
– -$1.71M -23,305 Closed
LIA
118
LBMC Investment Advisors
Tennessee
– -$1.21M -16,513 Closed
CS
119
Credit Suisse
Switzerland
– -$204K -2,785 Closed
SG Americas Securities
120
SG Americas Securities
New York
– -$111K -1,514 Closed
PAG
121
Private Advisor Group
New Jersey
– -$108K -1,473 Closed
SFSIG
122
San Francisco Sentry Investment Group
California
– -$88K -1,200 Closed
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
– -$35K -480 Closed
OCM
124
One Capital Management
California
– -$22K -300 Closed
ARMC
125
American Research & Management Company
Massachusetts
– -$20K -270 Closed
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5
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