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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

126 hedge funds and large institutions have $209M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
32
Reduced
48
Closed
7
Calls
$749K
Puts
$494K
Net Calls
+$255K
Net Calls Change
-$182K

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.06M
2
Jane Street
2
Jane Street
New York
$2.71M
3
PAG
3
Private Advisory Group
Washington
$739K
4
WDL
4
Well Done LLC
Michigan
$5.3M
5
SG Americas Securities
5
SG Americas Securities
New York
$2.16M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.6M
3
Credit Agricole
3
Credit Agricole
France
$0
4
CWM
4
Concert Wealth Management
California
$232K
5
FAM
5
Flaharty Asset Management
Florida
$743
Name Market Value Shares Shares
Change 		Shares
Change %
LNB
101
Ledyard National Bank
$86K 1,050 – –
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$74K 900 -2,892 -76%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$74K 900 +900 New
LWM
104
Lenox Wealth Management
Ohio
$71K 863 +863 New
PRS
105
Pinkerton Retirement Specialists
Idaho
$66K 800 – –
DADC
106
D.A. Davidson & Co
Montana
$65K 800 – –
BFEC
107
Benjamin F. Edwards & Company
Missouri
$39K 474 -3,724 -89%
AIM
108
Advantage Investment Management
Iowa
$32K 390 – –
LWCFA
109
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K 327 – –
GEA
110
Glen Eagle Advisors
New Jersey
$24.7K 300 – –
MSFP
111
Mark Sheptoff Financial Planning
Connecticut
$21K 250 -1 -0.4%
GWM
112
Geneos Wealth Management
Colorado
$20K 250 – –
TSW
113
Thompson Siegel & Walmsley
Virginia
$20K 240 – –
FC
114
Ferris Capital
Massachusetts
$20K 243 +243 New
CPIG
115
Chicago Partners Investment Group
Illinois
$20K 254 +254 New
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K 200 – –
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$16K 200 – –
WA
118
WFG Advisors
Texas
$16K 200 – –
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K 197 +197 New
SPIA
120
Steward Partners Investment Advisory
New York
$13K 169 +169 New
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$9K 107 +1 +0.9%
PFP
122
Pinnacle Financial Partners
Tennessee
$8K 101 +101 New
GI
123
Gradient Investments
Minnesota
$6K 69 – –
AF
124
Allworth Financial
California
$6K 75 – –
FAM
125
Flaharty Asset Management
Florida
$743 9 -10,475 -100%
2 3 4
5
6