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WisdomTree US AI Enhanced Value Fund

132 hedge funds and large institutions have $242M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
34
Reduced
48
Closed
16
Calls
$2.83M
Puts
Net Calls
+$2.83M
Net Calls Change
+$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$95K +$9.85K +113 +12%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$87K -$71.6K -820 -45%
GWS
103
Glassman Wealth Services
Virginia
$87K
S
104
SignatureFD
Georgia
$70K +$611 +7 +0.9%
AIA
105
Arcadia Investment Advisors
Idaho
$64.3K
JCM
106
Jacobi Capital Management
Pennsylvania
$54K +$434 +5 +0.8%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$50K +$5.57K +64 +13%
CFA
108
Carroll Financial Associates
North Carolina
$42K -$7.36K -85 -15%
VFA
109
Valeo Financial Advisors
Indiana
$39K
ADL
110
Asset Dedication LLC
California
$31K
CAL
111
Capital Analysts LLC
Pennsylvania
$30K +$30K +353 New
GEA
112
Glen Eagle Advisors
New Jersey
$26.2K
SCA
113
Stonebridge Capital Advisors
Minnesota
$26K
NSIM
114
North Star Investment Management
Illinois
$26K +$26K +292 New
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$24K +$11.5K +132 +92%
MSFP
116
Mark Sheptoff Financial Planning
Connecticut
$22K
GWM
117
Geneos Wealth Management
Colorado
$21K
TSW
118
Thompson Siegel & Walmsley
Virginia
$21K
MWC
119
MBM Wealth Consultants
Missouri
$18K
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.5K
FANJ
121
Financial Architects (New Jersey)
New Jersey
$17K
WP
122
WealthShield Partners
North Carolina
$15K +$15K +175 New
POIA
123
Pin Oak Investment Advisors
Texas
$13K
AIC
124
Ameritas Investment Company
Nebraska
$12K +$12K +142 New
CFN
125
Cordasco Financial Network
Florida
$11K