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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

135 hedge funds and large institutions have $143M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-19
Holders Change %
-12.34%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
29
Reduced
60
Closed
24
Calls
$1.34M
Puts
–
Net Calls
+$1.34M
Net Calls Change
-$2.65M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.96M
3
SPIA
3
Steward Partners Investment Advisory
New York
$2.5M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.99M
5
CAN
5
Cetera Advisor Networks
California
$2.62M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AWM
3
AE Wealth Management
Kansas
$1.68M
4
UBS Group
4
UBS Group
Switzerland
$3.46M
5
SMG
5
Smart Money Group
Texas
$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
101
Glassman Wealth Services
Virginia
$65K – – –
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$65K +$65K +1,000 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$63K -$14.6K -227 -19%
S
104
SignatureFD
Georgia
$53K -$56.6K -873 -52%
CFGS
105
Concourse Financial Group Securities
Alabama
$50K – – –
TAM
106
Townsend Asset Management
North Carolina
$50K +$130 +2 +0.3%
AIA
107
Arcadia Investment Advisors
Idaho
$47.5K – – –
JCM
108
Jacobi Capital Management
Pennsylvania
$41K +$323 +5 +0.8%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$40K -$134K -2,079 -77%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$38K +$389 +6 +1%
VCP
111
Verus Capital Partners
Arizona
$32K -$2.05K -32 -6%
VFA
112
Valeo Financial Advisors
Indiana
$32K – – –
CFA
113
Carroll Financial Associates
North Carolina
$31K – – –
SFS
114
Sowell Financial Services
Arkansas
$27K +$6.11K +93 +29%
CAL
115
Capital Analysts LLC
Pennsylvania
$23K -$65 -1 -0.3%
ADL
116
Asset Dedication LLC
California
$23K – – –
GEA
117
Glen Eagle Advisors
New Jersey
$19.4K – – –
NSIM
118
North Star Investment Management
Illinois
$19K – – –
SCA
119
Stonebridge Capital Advisors
Minnesota
$19K – – –
SWM
120
Sugarloaf Wealth Management
Georgia
$17K -$58K -897 -77%
MSFP
121
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
TSW
122
Thompson Siegel & Walmsley
Virginia
$16K – – –
GWM
123
Geneos Wealth Management
Colorado
$15K – – –
FANJ
124
Financial Architects (New Jersey)
New Jersey
$13K – – –
MWC
125
MBM Wealth Consultants
Missouri
$13K – – –
3 4
5
6 7