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WisdomTree US AI Enhanced Value Fund

118 hedge funds and large institutions have $204M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
2
Increased
31
Reduced
46
Closed
8
Calls
$1.01M
Puts
$379K
Net Calls
+$634K
Net Calls Change
+$379K
Name Market Value Shares Shares
Change
Shares
Change %
LNB
101
Ledyard National Bank
$59K 700 -350 -33%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$40K 478 +4 +0.8%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$34K 411 -1,148 -74%
AIM
104
Advantage Investment Management
Iowa
$33K 390
LWCFA
105
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K 327
GEA
106
Glen Eagle Advisors
New Jersey
$25.3K 300
MSFP
107
Mark Sheptoff Financial Planning
Connecticut
$21K 250
GWM
108
Geneos Wealth Management
Colorado
$21K 250
TSW
109
Thompson Siegel & Walmsley
Virginia
$20K 240
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K 197
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K 200
SPIA
112
Steward Partners Investment Advisory
New York
$14K 170 +1 +0.6%
CPIG
113
Chicago Partners Investment Group
Illinois
$11K 127 -127 -50%
RFM
114
Royal Fund Management
Florida
$11K 132 +132 New
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$9K 108 +1 +0.9%
AF
116
Allworth Financial
California
$6K 75
SC
117
SouthState Corp
Florida
$450 5,340 -183 -3%
CWM
118
Concert Wealth Management
California
-2,825 Closed
TSS
119
Two Sigma Securities
New York
-2,615 Closed
NPC
120
National Planning Corporation
California
-2,486 Closed
DADC
121
D.A. Davidson & Co
Montana
-800 Closed
FC
122
Ferris Capital
Massachusetts
-243 Closed
WAM
123
Wealthspire Advisors (Maryland)
Maryland
-200 Closed
PFP
124
Pinnacle Financial Partners
Tennessee
-101 Closed
GI
125
Gradient Investments
Minnesota
-69 Closed