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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.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $379K

0.51% less ownership

Funds ownership: 24.01%23.5% (-0.51%)

3% less capital invested

Capital invested by funds: $209M → $204M (-$5.78M)

6% less funds holding

Funds holding: 126118 (-8)

33% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.94%
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 Holding Trade Value Shares
Change
Change in
Stake
LNB
101
Ledyard National Bank
$59K -$29K -350 -33%
BFEC
102
Benjamin F. Edwards & Company
Missouri
$40K +$331 +4 +0.8%
Envestnet Asset Management
103
Envestnet Asset Management
Illinois
$34K -$95K -1,148 -74%
AIM
104
Advantage Investment Management
Iowa
$33K
LWCFA
105
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
GEA
106
Glen Eagle Advisors
New Jersey
$25.3K
GWM
107
Geneos Wealth Management
Colorado
$21K
MSFP
108
Mark Sheptoff Financial Planning
Connecticut
$21K
TSW
109
Thompson Siegel & Walmsley
Virginia
$20K
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K
SPIA
112
Steward Partners Investment Advisory
New York
$14K +$83 +1 +0.6%
CPIG
113
Chicago Partners Investment Group
Illinois
$11K -$10.5K -127 -50%
RFM
114
Royal Fund Management
Florida
$11K +$10.9K +132 New
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$83 +1 +0.9%
AF
116
Allworth Financial
California
$6K
SC
117
SouthState Corp
Florida
$450 -$15.1K -183 -3%
CWM
118
Concert Wealth Management
California
-$232K -2,825 Closed
TSS
119
Two Sigma Securities
New York
-$215K -2,615 Closed
NPC
120
National Planning Corporation
California
-$205K -2,486 Closed
DADC
121
D.A. Davidson & Co
Montana
-$65K -800 Closed
FC
122
Ferris Capital
Massachusetts
-$20K -243 Closed
WAM
123
Wealthspire Advisors (Maryland)
Maryland
-$16K -200 Closed
PFPT
124
Pinnacle Financial Partners (Tennessee)
Tennessee
-$8K -101 Closed
GI
125
Gradient Investments
Minnesota
-$6K -69 Closed