AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

115 hedge funds and large institutions have $231M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
8
Increased
37
Reduced
40
Closed
8
Calls
$1.65M
Puts
$495K
Net Calls
+$1.16M
Net Calls Change
+$939K

Top Buyers

1
FIG
1
FundX Investment Group
California
$3.79M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$897K
3
Ameriprise
3
Ameriprise
Minnesota
$3.44M
4
CAN
4
Cetera Advisor Networks
California
$1.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.11M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$930K
3
Wells Fargo
3
Wells Fargo
California
$21.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$41K -$233 -3 -0.6%
AIM
102
Advantage Investment Management
Iowa
$31K – – –
WAM
103
Wealthspire Advisors (Maryland)
Maryland
$27K +$15.4K +200 +133%
LWCFA
104
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K – – –
MSFP
105
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
GWM
106
Geneos Wealth Management
Colorado
$19K – – –
HPBT
107
High Point Bank & Trust
North Carolina
$19K – – –
TSW
108
Thompson Siegel & Walmsley
Virginia
$19K – – –
GAM
109
Gemmer Asset Management
California
$12K +$76 +1 +0.6%
LWM
110
LBA Wealth Management
Florida
$10K -$15.9K -199 -61%
TF
111
Tompkins Financial
New York
$9K -$2.44K -32 -21%
AF
112
Allworth Financial
California
$6K +$6K +75 New
GI
113
Gradient Investments
Minnesota
$5K – – –
WDL
114
Well Done LLC
Michigan
$4.65K -$23 -291 -0.5%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
– -$1.94M -25,205 Closed
JFA
116
JNBA Financial Advisors
Minnesota
– -$325K -4,220 Closed
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
– -$187K -2,417 Closed
CG
118
Cutler Group
California
– -$137K -1,788 Closed
AWMS
119
Advocacy Wealth Management Services
Georgia
– -$93K -1,201 Closed
WTB
120
Washington Trust Bank
Washington
– -$82K -1,062 Closed
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
– -$22K -280 Closed
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
– -$19K -250 Closed
1 2 3 4
5