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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

122 hedge funds and large institutions have $218M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
6
Increased
35
Reduced
50
Closed
8
Calls
$1.01M
Puts
$570K
Net Calls
+$437K
Net Calls Change
-$2.1M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$8.06M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.15M
3
Credit Agricole
3
Credit Agricole
France
$1.36M
4
CAN
4
Cetera Advisor Networks
California
$1.77M
5
BF
5
Blankinship & Foster
California
$701K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.6M
2
ODCM
2
Old Dominion Capital Management
Virginia
$0
3
FIG
3
FundX Investment Group
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$985K
5
Citadel Advisors
5
Citadel Advisors
Florida
$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTIS
101
BB&T Investment Services
North Carolina
$110K – – –
CFA
102
Carroll Financial Associates
North Carolina
$96K – – –
BWA
103
Burt Wealth Advisors
Maryland
$93K – – –
NFG
104
Next Financial Group
Texas
$87K -$83.7K -1,015 -49%
LNB
105
Ledyard National Bank
$87K -$62.1K -750 -42%
DADC
106
D.A. Davidson & Co
Montana
$66K -$19K -230 -22%
PRS
107
Pinkerton Retirement Specialists
Idaho
$66K +$66K +800 New
AIM
108
Advantage Investment Management
Iowa
$32K – – –
LWCFA
109
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K – – –
US Bancorp
110
US Bancorp
Minnesota
$25K -$15.1K -181 -38%
GEA
111
Glen Eagle Advisors
New Jersey
$24.8K – – –
MSFP
112
Mark Sheptoff Financial Planning
Connecticut
$21K +$84 +1 +0.4%
GWM
113
Geneos Wealth Management
Colorado
$20K – – –
TSW
114
Thompson Siegel & Walmsley
Virginia
$20K – – –
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$17K – – –
WA
116
WFG Advisors
Texas
$17K +$17K +200 New
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K +$16.5K +200 New
LWM
118
LBA Wealth Management
Florida
$10K – – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$85 +1 +1%
GI
120
Gradient Investments
Minnesota
$6K – – –
AF
121
Allworth Financial
California
$6K – – –
ODCM
122
Old Dominion Capital Management
Virginia
– -$11M -137,116 Closed
FIG
123
FundX Investment Group
California
– -$3.63M -45,197 Closed
LNC
124
Lincoln National Corp
Pennsylvania
– -$574K -7,143 Closed
Northern Trust
125
Northern Trust
Illinois
– -$211K -2,629 Closed
2 3 4
5
6