AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $239M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
35
Reduced
38
Closed
9
Calls
$1.64M
Puts
$1.43M
Net Calls
+$216K
Net Calls Change
+$6.71M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$41.4M
2
Jane Street
2
Jane Street
New York
$2.38M
3
FIG
3
FundX Investment Group
California
$2.09M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$898K
5
Citadel Advisors
5
Citadel Advisors
Florida
$1M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.3M
3
Wells Fargo
3
Wells Fargo
California
$23M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$41K -$3.86K -50 -9%
AIM
102
Advantage Investment Management
Iowa
$30K – – –
LWCFA
103
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K – – –
LWM
104
LBA Wealth Management
Florida
$25K – – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$22K – – –
MSFP
106
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
GWM
107
Geneos Wealth Management
Colorado
$19K – – –
TSW
108
Thompson Siegel & Walmsley
Virginia
$19K – – –
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$19K +$19K +250 New
HPBT
110
High Point Bank & Trust
North Carolina
$18K – – –
WAM
111
Wealthspire Advisors (Maryland)
Maryland
$12K – – –
TF
112
Tompkins Financial
New York
$12K – – –
GAM
113
Gemmer Asset Management
California
$12K +$154 +2 +1%
GI
114
Gradient Investments
Minnesota
$5K – – –
BIG
115
Bellwether Investment Group
Tennessee
$3K +$3K +40 New
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
– -$1.75M -23,228 Closed
AIG
117
American International Group
New York
– -$1.75M -23,183 Closed
ACI
118
Alpha Cubed Investments
California
– -$391K -5,188 Closed
FAAS
119
First Allied Advisory Services
California
– -$359K -4,748 Closed
VFS
120
VSR Financial Services
Kansas
– -$357K -4,736 Closed
Baird Financial Group
121
Baird Financial Group
Wisconsin
– -$222K -2,939 Closed
FCCM
122
First City Capital Management
Georgia
– -$80.7K -1,070 Closed
SSB
123
Sandy Spring Bank
Maryland
– -$15K -199 Closed
SBL
124
Sargent Bickham Lagudis
Colorado
– -$4K -53 Closed
1 2 3 4
5