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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

124 hedge funds and large institutions have $135M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
51
Closed
17
Calls
$422K
Puts
–
Net Calls
+$422K
Net Calls Change
-$124K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.46M
2
WB
Webster Bank
Connecticut
$1.05M
3
AAS
Avantax Advisory Services
Texas
$299K
4
GHA
GW Henssler & Associates
Georgia
$2.01M
5
WPIC
White Pine Investment Company
Michigan
$1.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
AI
Atria Investments
North Carolina
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$119K
4
BSAM
Blue Sky Asset Management
Colorado
$1.99M
5
AWM
AE Wealth Management
Kansas
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
101
Jacobi Capital Management
Pennsylvania
$49K +$454 +6 +0.9%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$47K – – –
BFEC
103
Benjamin F. Edwards & Company
Missouri
$45K +$452 +6 +1%
IA
104
IFP Advisors
Florida
$38K – – –
CFA
105
Carroll Financial Associates
North Carolina
$36K – – –
VFA
106
Valeo Financial Advisors
Indiana
$34K – – –
SFS
107
Sowell Financial Services
Arkansas
$31K – – –
CAL
108
Capital Analysts LLC
Pennsylvania
$27K – – –
ADL
109
Asset Dedication LLC
California
$26K – – –
NNP
110
Nachman Norwood & Parrott
South Carolina
$24K +$24K +323 New
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$23K – – –
GEA
112
Glen Eagle Advisors
New Jersey
$22.6K – – –
NSIM
113
North Star Investment Management
Illinois
$22K – – –
BFG
114
Baron Financial Group
New Jersey
$21.3K +$21.3K +282 New
SWM
115
Sugarloaf Wealth Management
Georgia
$20K – – –
TSW
116
Thompson Siegel & Walmsley
Virginia
$18K – – –
GWM
117
Geneos Wealth Management
Colorado
$18K – – –
MWC
118
MBM Wealth Consultants
Missouri
$15K – – –
POIA
119
Pin Oak Investment Advisors
Texas
$11K – – –
CBT
120
Central Bank & Trust
Kentucky
$8K +$8K +100 New
NL
121
NVWM LLC
Pennsylvania
$3K – – –
GI
122
Gradient Investments
Minnesota
$2K -$3K -30 -60%
WIM
123
Westside Investment Management
California
$1.48K -$4 -54 -0.3%
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$777 -$74 -938 -9%
Citadel Advisors
125
Citadel Advisors
Florida
– -$3.31M -44,824 Closed
2 3 4
5
6