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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

134 hedge funds and large institutions have $190M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
33
Reduced
49
Closed
16
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$307K

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$3.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.91M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.47M
4
CA
4
Cetera Advisors
Colorado
$1.14M
5
Jane Street
5
Jane Street
New York
$3.95M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$574K
2
Bank of America
2
Bank of America
North Carolina
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.5M
4
Ameriprise
4
Ameriprise
Minnesota
$2.76M
5
SG Americas Securities
5
SG Americas Securities
New York
$563K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$76K – – –
RCAG
102
Rehmann Capital Advisory Group
Michigan
$76K +$76K +898 New
SFM
103
Signet Financial Management
New Jersey
$76K +$76K +900 New
PRS
104
Pinkerton Retirement Specialists
Idaho
$68K – – –
NL
105
NVWM LLC
Pennsylvania
$68K – – –
AIA
106
Arcadia Investment Advisors
Idaho
$62.1K – – –
KCPG
107
Kavar Capital Partners Group
Kansas
$55K +$55K +648 New
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$51K -$25.5K -300 -33%
JCM
109
Jacobi Capital Management
Pennsylvania
$49K +$415 +5 +0.9%
IWM
110
IHT Wealth Management
Illinois
$46K – – –
BFEC
111
Benjamin F. Edwards & Company
Missouri
$41K +$504 +6 +1%
VFA
112
Valeo Financial Advisors
Indiana
$38K +$38K +450 New
LNB
113
Ledyard National Bank
$34K -$25.5K -300 -43%
AIM
114
Advantage Investment Management
Iowa
$33K – – –
MOS
115
MGO One Seven
Ohio
$28K – – –
LWCFA
116
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K – – –
APP
117
Avantax Planning Partners
Iowa
$28K +$28K +337 New
AWM
118
Avior Wealth Management
Nebraska
$26K +$26K +306 New
GEA
119
Glen Eagle Advisors
New Jersey
$25.4K – – –
LWM
120
Lenox Wealth Management
Ohio
$22K – – –
MSFP
121
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
GWM
122
Geneos Wealth Management
Colorado
$21K – – –
TSW
123
Thompson Siegel & Walmsley
Virginia
$20K – – –
IA
124
IFP Advisors
Florida
$17K – – –
BBHC
125
Brown Brothers Harriman & Co
New York
$17K – – –
2 3 4
5
6