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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

138 hedge funds and large institutions have $230M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
138
Holders Change
+20
Holders Change %
+16.95%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
36
Reduced
39
Closed
9
Calls
$1.13M
Puts
$318K
Net Calls
+$809K
Net Calls Change
+$175K

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$3.66M
2
Jane Street
2
Jane Street
New York
$2.94M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.82M
4
B
4
Barings
North Carolina
$1.47M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.29M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.49M
2
VF
2
Virtu Financial
New York
$0
3
ICOA
3
Investment Centers of America
North Dakota
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
HCP
5
Holt Capital Partners
Texas
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
101
Burt Wealth Advisors
Maryland
$99K – – –
SFSIG
102
San Francisco Sentry Investment Group
California
$95K – – –
CFA
103
Carroll Financial Associates
North Carolina
$92K -$6.16K -70 -6%
GWS
104
Glassman Wealth Services
Virginia
$88K +$88K +1,000 New
SWM
105
SeaCrest Wealth Management
New York
$88K +$88K +1,000 New
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$80K – – –
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$80K – – –
SWP
108
Stratos Wealth Partners
Ohio
$76K +$76K +855 New
NL
109
NVWM LLC
Pennsylvania
$73K +$73K +821 New
PRS
110
Pinkerton Retirement Specialists
Idaho
$71K – – –
AIA
111
Arcadia Investment Advisors
Idaho
$65K +$65K +735 New
LNB
112
Ledyard National Bank
$62K – – –
JCM
113
Jacobi Capital Management
Pennsylvania
$53K +$53K +585 New
IWM
114
IHT Wealth Management
Illinois
$50K +$50K +555 New
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$47K +$9.85K +109 +27%
BFEC
116
Benjamin F. Edwards & Company
Missouri
$43K +$357 +4 +0.8%
AIM
117
Advantage Investment Management
Iowa
$34K – – –
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$33.6K +$33.6K +380 New
MOS
119
MGO One Seven
Ohio
$30K +$30K +334 New
LWCFA
120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K – – –
GEA
121
Glen Eagle Advisors
New Jersey
$26.5K – – –
LWM
122
Lenox Wealth Management
Ohio
$24K -$52.1K -591 -68%
TWA
123
TCI Wealth Advisors
Arizona
$24K +$24K +270 New
MSFP
124
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
GWM
125
Geneos Wealth Management
Colorado
$22K – – –
2 3 4
5
6