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WisdomTree US AI Enhanced Value Fund

131 hedge funds and large institutions have $172M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
13
Increased
39
Reduced
34
Closed
15
Calls
$834K
Puts
Net Calls
+$834K
Net Calls Change
-$282K
Name Holding Trade Value Shares
Change
Shares
Change %
NL
101
NVWM LLC
Pennsylvania
$71K
S
102
SignatureFD
Georgia
$71K +$71K +811 New
PRS
103
Pinkerton Retirement Specialists
Idaho
$70K
AIA
104
Arcadia Investment Advisors
Idaho
$63.9K
KCPG
105
Kavar Capital Partners Group
Kansas
$56K
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$52K
JCM
107
Jacobi Capital Management
Pennsylvania
$52K +$350 +4 +0.7%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$43K +$350 +4 +0.8%
VFA
109
Valeo Financial Advisors
Indiana
$40K
LNB
110
Ledyard National Bank
$35K
AIM
111
Advantage Investment Management
Iowa
$34K
ADL
112
Asset Dedication LLC
California
$30K +$30K +349 New
GEA
113
Glen Eagle Advisors
New Jersey
$26.1K
LWM
114
Lenox Wealth Management
Ohio
$24K
CWA
115
Clarus Wealth Advisors
Arizona
$24K +$24K +282 New
MSFP
116
Mark Sheptoff Financial Planning
Connecticut
$22K
RFC
117
Regions Financial Corp
Alabama
$22K +$22K +250 New
TSW
118
Thompson Siegel & Walmsley
Virginia
$21K
GWM
119
Geneos Wealth Management
Colorado
$21K
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
BBHC
121
Brown Brothers Harriman & Co
New York
$17K
OWA
122
One Wealth Advisors
California
$17K +$17K +190 New
WP
123
WealthShield Partners
North Carolina
$15K +$15K +175 New
CPIG
124
Chicago Partners Investment Group
Illinois
$11K
AF
125
Allworth Financial
California
$7K