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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

133 hedge funds and large institutions have $152M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
-2
Holders Change %
-1.48%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
24
Reduced
55
Closed
12
Calls
$546K
Puts
–
Net Calls
+$546K
Net Calls Change
-$797K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.04M
2
SS
2
Simplicity Solutions
Minnesota
$2.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.31M
4
GHA
4
GW Henssler & Associates
Georgia
$1.75M
5
AI
5
Atria Investments
North Carolina
$2.69M

Top Sellers

1
LWA
1
Lowe Wealth Advisors
Maryland
$158K
2
SL
2
Salomon & Ludwin
Virginia
$7.64M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.45M
4
Jane Street
4
Jane Street
New York
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.35M
Name Market Value Shares Shares
Change 		Shares
Change %
S
101
SignatureFD
Georgia
$61K 825 +8 +1%
PAG
102
Private Advisor Group
New Jersey
$58K 786 -2,312 -75%
RBC
103
Roble Belko & Company
Pennsylvania
$57K 768 -782 -50%
CFGS
104
Concourse Financial Group Securities
Alabama
$57K 776 – –
TAM
105
Townsend Asset Management
North Carolina
$57K 773 +1 +0.1%
AIA
106
Arcadia Investment Advisors
Idaho
$54.2K 735 – –
JCM
107
Jacobi Capital Management
Pennsylvania
$47K 641 +7 +1%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$46K 619 – –
BFEC
109
Benjamin F. Edwards & Company
Missouri
$44K 591 +5 +0.9%
IA
110
IFP Advisors
Florida
$36K 500 -2,090 -81%
CFA
111
Carroll Financial Associates
North Carolina
$35K 485 – –
VFA
112
Valeo Financial Advisors
Indiana
$33K 450 – –
SFS
113
Sowell Financial Services
Arkansas
$30K 412 +1 +0.2%
ADL
114
Asset Dedication LLC
California
$26K 349 – –
CAL
115
Capital Analysts LLC
Pennsylvania
$26K 353 +1 +0.3%
GEA
116
Glen Eagle Advisors
New Jersey
$22.1K 300 – –
NSIM
117
North Star Investment Management
Illinois
$22K 292 – –
SCA
118
Stonebridge Capital Advisors
Minnesota
$22K 301 – –
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$21K 295 +295 New
SWM
120
Sugarloaf Wealth Management
Georgia
$19K 263 – –
TSW
121
Thompson Siegel & Walmsley
Virginia
$18K 240 – –
MSFP
122
Mark Sheptoff Financial Planning
Connecticut
$18K 250 – –
GWM
123
Geneos Wealth Management
Colorado
$17K 250 – –
FANJ
124
Financial Architects (New Jersey)
New Jersey
$15K 200 – –
MWC
125
MBM Wealth Consultants
Missouri
$15K 204 – –
2 3 4
5
6