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WisdomTree US AI Enhanced Value Fund

143 hedge funds and large institutions have $221M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
40
Reduced
42
Closed
13
Calls
$1.37M
Puts
$205K
Net Calls
+$1.16M
Net Calls Change
-$231K
Name Market Value Shares Shares
Change
Shares
Change %
BWA
101
Burt Wealth Advisors
Maryland
$96K 1,124
GWS
102
Glassman Wealth Services
Virginia
$85K 1,000
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$84K 982
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$77K 900
FANJ
105
Financial Architects (New Jersey)
New Jersey
$77K 900
Fidelity Investments
106
Fidelity Investments
Massachusetts
$74K 865 +684 +378%
NL
107
NVWM LLC
Pennsylvania
$70K 821
S
108
SignatureFD
Georgia
$67K 787 +4 +0.5%
CFGS
109
Concourse Financial Group Securities
Alabama
$66K 776
AIA
110
Arcadia Investment Advisors
Idaho
$62.8K 735
SWM
111
SeaCrest Wealth Management
New York
$60K 700 -300 -30%
JCM
112
Jacobi Capital Management
Pennsylvania
$52K 611 +3 +0.5%
CFA
113
Carroll Financial Associates
North Carolina
$48K 570 -500 -47%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$43K 505 +2 +0.4%
VFA
115
Valeo Financial Advisors
Indiana
$38K 450
IA
116
IFP Advisors
Florida
$33K 390 -610 -61%
ADL
117
Asset Dedication LLC
California
$30K 349
GWMIA
118
Global Wealth Management Investment Advisory
Florida
$30K 350 +350 New
GEA
119
Glen Eagle Advisors
New Jersey
$25.6K 300
BMM
120
Buffington Mohr McNeal
Idaho
$24K 275 +275 New
GWM
121
Geneos Wealth Management
Colorado
$21K 250
TSW
122
Thompson Siegel & Walmsley
Virginia
$21K 240
MSFP
123
Mark Sheptoff Financial Planning
Connecticut
$21K 250
GSWM
124
Golden State Wealth Management
California
$21K 249 +249 New
BBHC
125
Brown Brothers Harriman & Co
New York
$17K 200