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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $233M invested in WisdomTree US AI Enhanced Value Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+10
Holders Change %
+9.43%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
19
Increased
19
Reduced
48
Closed
9
Calls
$1.18M
Puts
$3.52M
Net Calls
-$2.33M
Net Calls Change
-$1.89M

Top Buyers

1
LPL Financial
1
LPL Financial
California
$7.23M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.88M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.6M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.5M
5
Ameriprise
5
Ameriprise
Minnesota
$2.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$230K
2
TCM
2
Twele Capital Management
Minnesota
$3.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.2M
4
UBS Group
4
UBS Group
Switzerland
$15.3M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$34K – – –
JFA
102
JNBA Financial Advisors
Minnesota
$31K – – –
DADC
103
D.A. Davidson & Co
Montana
$28K – – –
AIM
104
Advantage Investment Management
Iowa
$27K – – –
LWM
105
LBA Wealth Management
Florida
$23K – – –
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$20K – – –
MSFP
107
Mark Sheptoff Financial Planning
Connecticut
$18K +$18K +250 New
TSW
108
Thompson Siegel & Walmsley
Virginia
$17K -$7.08K -100 -29%
HPBT
109
High Point Bank & Trust
North Carolina
$17K – – –
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16K +229 New
TF
111
Tompkins Financial
New York
$11K -$3.67K -50 -25%
GAM
112
Gemmer Asset Management
California
$11K +$143 +2 +1%
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$11K +$11K +150 New
RFA
114
Reilly Financial Advisors
California
$11K +$11K +150 New
GI
115
Gradient Investments
Minnesota
$5K -$8.7K -120 -63%
HF
116
HRT Financial
New York
– -$781K -11,624 Closed
RCG
117
Ruggie Capital Group
Florida
– -$825K -11,280 Closed
JIC
118
Johnson Investment Counsel
Ohio
– -$396K -5,900 Closed
SFM
119
Signet Financial Management
New Jersey
– -$250K -3,727 Closed
BWM
120
Baystate Wealth Management
Massachusetts
– -$242K -3,606 Closed
WCM
121
Wealthcare Capital Management
Virginia
– -$114K -1,700 Closed
ACM
122
Argentus Capital Management
Texas
– -$65K -960 Closed
WEC
123
Winslow Evans & Crocker
Massachusetts
– -$13.4K -200 Closed
WCM
124
Windsor Capital Management
Arizona
– -$7K -108 Closed
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