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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

132 hedge funds and large institutions have $178M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
29
Reduced
46
Closed
11
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$830K

Top Buyers

1
TC
1
Trilogy Capital
California
$3.25M
2
CAN
2
Cetera Advisor Networks
California
$1.72M
3
Ameriprise
3
Ameriprise
Minnesota
$4.35M
4
SFG
4
StrategIQ Financial Group
Indiana
$3.01M
5
Jane Street
5
Jane Street
New York
$1.45M

Top Sellers

1
SMG
1
Smart Money Group
Texas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.92M
4
LPL Financial
4
LPL Financial
California
$4.99M
5
UBS Group
5
UBS Group
Switzerland
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
101
Arcadia Investment Advisors
Idaho
$66.5K – – –
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$54K – – –
JCM
103
Jacobi Capital Management
Pennsylvania
$54K +$540 +6 +1%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$45K +$182 +2 +0.4%
VFA
105
Valeo Financial Advisors
Indiana
$38K – – –
LNB
106
Ledyard National Bank
$36K – – –
AIM
107
Advantage Investment Management
Iowa
$35K – – –
ADL
108
Asset Dedication LLC
California
$32K – – –
APP
109
Avantax Planning Partners
Iowa
$30K +$30K +337 New
GEA
110
Glen Eagle Advisors
New Jersey
$27.1K – – –
CWA
111
Clarus Wealth Advisors
Arizona
$23K -$2.74K -30 -11%
MSFP
112
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
RFC
113
Regions Financial Corp
Alabama
$23K – – –
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$23K +252 New
GWM
115
Geneos Wealth Management
Colorado
$22K – – –
TSW
116
Thompson Siegel & Walmsley
Virginia
$22K – – –
NFG
117
Next Financial Group
Texas
$19K +$19K +214 New
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1K – – –
BBHC
119
Brown Brothers Harriman & Co
New York
$18K – – –
OWA
120
One Wealth Advisors
California
$17K – – –
WP
121
WealthShield Partners
North Carolina
$16K – – –
CPIG
122
Chicago Partners Investment Group
Illinois
$11K – – –
CFN
123
Cordasco Financial Network
Florida
$11K +$11K +121 New
AF
124
Allworth Financial
California
$6K -$1.38K -14 -19%
NWM
125
Northwest Wealth Management
Iowa
$6K – – –
2 3 4
5
6