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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

154 hedge funds and large institutions have $283M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
42
Reduced
35
Closed
7
Calls
$3.99M
Puts
–
Net Calls
+$3.99M
Net Calls Change
+$1.16M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$17.5M
2
SS
2
Simplicity Solutions
Minnesota
$15.5M
3
TC
3
Trilogy Capital
California
$41.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.53M
5
FGAM
5
Financial Gravity Asset Management
Texas
$5.8M

Top Sellers

1
SFG
1
StrategIQ Financial Group
Indiana
$3.35M
2
UBS Group
2
UBS Group
Switzerland
$8.27M
3
VC
3
Vicus Capital
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$9M
5
RCG
5
Ruggie Capital Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$225K – – –
KFI
102
Key Financial Inc
Pennsylvania
$225K +$225K +2,433 New
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$220K +$220K +2,377 New
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$219K -$1.47K -16 -0.7%
SDH
105
Sloy Dahl & Holst
Washington
$217K +$217K +2,353 New
PCA
106
Personal Capital Advisors
California
$215K +$215K +2,329 New
SWM
107
Sculati Wealth Management
Michigan
$213K +$213K +2,306 New
EH
108
Equitable Holdings
New York
$211K +$211K +2,280 New
PAG
109
Private Advisor Group
New Jersey
$204K +$204K +2,200 New
JPMorgan Chase & Co
110
JPMorgan Chase & Co
New York
$175K +$29K +314 +20%
S
111
SignatureFD
Georgia
$156K +$82K +888 +111%
AIC
112
Ameritas Investment Company
Nebraska
$156K +$143K +1,547 +1,089%
CF
113
Centaurus Financial
California
$135K +$135K +1,464 New
NFG
114
Next Financial Group
Texas
$120K -$4.26K -46 -3%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$111K +$10.7K +116 +11%
SWM
116
Sugarloaf Wealth Management
Georgia
$107K +$107K +1,160 New
HWA
117
Heritage Wealth Advisors
Virginia
$106K – – –
BWA
118
Burt Wealth Advisors
Maryland
$104K – – –
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$93K +$464 +5 +0.5%
GWS
120
Glassman Wealth Services
Virginia
$92K – – –
CFGS
121
Concourse Financial Group Securities
Alabama
$72K +$72K +776 New
TAM
122
Townsend Asset Management
North Carolina
$71K +$71K +770 New
AIA
123
Arcadia Investment Advisors
Idaho
$68K – – –
JCM
124
Jacobi Capital Management
Pennsylvania
$58K +$645 +7 +1%
BFEC
125
Benjamin F. Edwards & Company
Missouri
$54K +$466 +5 +0.9%
3 4
5
6 7