AIVL icon

WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

126 hedge funds and large institutions have $240M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
29
Reduced
47
Closed
8
Calls
$3.02M
Puts
$482K
Net Calls
+$2.54M
Net Calls Change
+$1.38M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.78M
2
SG Americas Securities
2
SG Americas Securities
New York
$1.69M
3
SHGA
3
Sand Hill Global Advisors
California
$1.15M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.09M
5
JFA
5
JNBA Financial Advisors
Minnesota
$433K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.6M
2
Bank of America
2
Bank of America
North Carolina
$35.3M
3
UBS Group
3
UBS Group
Switzerland
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.7M
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
101
Financial Architects (New Jersey)
New Jersey
$167K – – –
NFG
102
Next Financial Group
Texas
$166K +$9.22K +115 +6%
LNB
103
Ledyard National Bank
$145K – – –
BTIS
104
BB&T Investment Services
North Carolina
$107K +$107K +1,333 New
CFA
105
Carroll Financial Associates
North Carolina
$93K -$7.98K -100 -8%
BWA
106
Burt Wealth Advisors
Maryland
$90K – – –
DADC
107
D.A. Davidson & Co
Montana
$82K – – –
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$72K +$72K +900 New
FHA
109
First Horizon Advisors
Tennessee
$55K – – –
US Bancorp
110
US Bancorp
Minnesota
$39K -$3.81K -47 -9%
AIM
111
Advantage Investment Management
Iowa
$31K – – –
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K – – –
SFS
113
Sowell Financial Services
Arkansas
$26K +$26K +318 New
GEA
114
Glen Eagle Advisors
New Jersey
$24.1K +$24.1K +300 New
MSFP
115
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
GWM
116
Geneos Wealth Management
Colorado
$20K – – –
HPBT
117
High Point Bank & Trust
North Carolina
$19K – – –
TSW
118
Thompson Siegel & Walmsley
Virginia
$19K – – –
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$16K -$12K -150 -43%
LWM
120
LBA Wealth Management
Florida
$10K – – –
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9K +105 New
GI
122
Gradient Investments
Minnesota
$6K – – –
AF
123
Allworth Financial
California
$6K – – –
AssetMark Inc
124
AssetMark Inc
California
$5K +$5K +67 New
BIG
125
Bellwether Investment Group
Tennessee
$3K +$3K +40 New
2 3 4
5
6