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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

139 hedge funds and large institutions have $170M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
28
Reduced
45
Closed
18
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
-$270K

Top Buyers

1
SL
1
Salomon & Ludwin
Virginia
$10.8M
2
TC
2
Trilogy Capital
California
$10.3M
3
SMG
3
Smart Money Group
Texas
$3.25M
4
CC
4
Claybrook Capital
Massachusetts
$3.11M
5
TCPWM
5
Traverso Chambers Private Wealth Management
California
$1.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
Jane Street
4
Jane Street
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$4.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$76K 982 -2,628 -73%
FANJ
102
Financial Architects (New Jersey)
New Jersey
$69K 900 -926 -51%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$69K 900 – –
NL
104
NVWM LLC
Pennsylvania
$63K 821 – –
S
105
SignatureFD
Georgia
$60K 783 +10 +1%
CFGS
106
Concourse Financial Group Securities
Alabama
$59K 776 +776 New
AIA
107
Arcadia Investment Advisors
Idaho
$56.6K 735 – –
JCM
108
Jacobi Capital Management
Pennsylvania
$47K 608 +8 +1%
BFEC
109
Benjamin F. Edwards & Company
Missouri
$39K 503 +9 +2%
VFA
110
Valeo Financial Advisors
Indiana
$35K 450 – –
LNB
111
Ledyard National Bank
$31K 400 – –
NSG
112
Nalls Sherbakoff Group
Tennessee
$29K 380 +380 New
ADL
113
Asset Dedication LLC
California
$27K 349 – –
GEA
114
Glen Eagle Advisors
New Jersey
$23.1K 300 – –
GWM
115
Geneos Wealth Management
Colorado
$19K 250 – –
RFC
116
Regions Financial Corp
Alabama
$19K 250 – –
MSFP
117
Mark Sheptoff Financial Planning
Connecticut
$19K 250 – –
TSW
118
Thompson Siegel & Walmsley
Virginia
$18K 240 – –
MOS
119
MGO One Seven
Ohio
$18K 235 +235 New
NFG
120
Next Financial Group
Texas
$16K 214 – –
MWC
121
MBM Wealth Consultants
Missouri
$16K 204 +204 New
BBHC
122
Brown Brothers Harriman & Co
New York
$15K 200 – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$14K 181 +178 +5,933%
WP
124
WealthShield Partners
North Carolina
$13K 175 – –
CA
125
Claro Advisors
Massachusetts
$13K 140 +140 New
3 4
5
6 7