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WisdomTree US AI Enhanced Value Fund

139 hedge funds and large institutions have $233M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 9 closing their positions.

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
37
Reduced
51
Closed
9
Calls
$1.58M
Puts
Net Calls
+$1.58M
Net Calls Change
+$415K
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$20.4K +238 +15%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$134K -$85.2K -1,005 -39%
NFG
103
Next Financial Group
Texas
$128K +$8.65K +101 +7%
HWA
104
Heritage Wealth Advisors
Virginia
$98.2K
BWA
105
Burt Wealth Advisors
Maryland
$96K
GWS
106
Glassman Wealth Services
Virginia
$86K
Fidelity Investments
107
Fidelity Investments
Massachusetts
$83K +$9.52K +112 +13%
NL
108
NVWM LLC
Pennsylvania
$70K
S
109
SignatureFD
Georgia
$68K +$684 +8 +1%
CFGS
110
Concourse Financial Group Securities
Alabama
$67K
AIA
111
Arcadia Investment Advisors
Idaho
$63K
KCPG
112
Kavar Capital Partners Group
Kansas
$56K +$56K +648 New
JCM
113
Jacobi Capital Management
Pennsylvania
$53K +$515 +6 +1%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$52K -$31.6K -371 -38%
CFA
115
Carroll Financial Associates
North Carolina
$48K
BFEC
116
Benjamin F. Edwards & Company
Missouri
$44K +$517 +6 +1%
VFA
117
Valeo Financial Advisors
Indiana
$39K
ADL
118
Asset Dedication LLC
California
$30K
SCA
119
Stonebridge Capital Advisors
Minnesota
$26K +$26K +301 New
GEA
120
Glen Eagle Advisors
New Jersey
$25.7K
MSFP
121
Mark Sheptoff Financial Planning
Connecticut
$21K
GWM
122
Geneos Wealth Management
Colorado
$21K
TSW
123
Thompson Siegel & Walmsley
Virginia
$21K
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2K -$386K -4,500 -96%
FANJ
125
Financial Architects (New Jersey)
New Jersey
$17K -$59.5K -700 -78%