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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $138M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
32
Reduced
45
Closed
13
Calls
$586K
Puts
–
Net Calls
+$586K
Net Calls Change
+$164K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.14M
2
PFS
2
Prospera Financial Services
Texas
$483K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.31M
4
LP
4
LGL Partners
Pennsylvania
$221K
5
SDH
5
Sloy Dahl & Holst
Washington
$218K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$920K
3
Morgan Stanley
3
Morgan Stanley
New York
$12.6M
4
AWM
4
AE Wealth Management
Kansas
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
S
101
SignatureFD
Georgia
$71K +$842 +10 +1%
TAM
102
Townsend Asset Management
North Carolina
$65K +$168 +2 +0.3%
AIA
103
Arcadia Investment Advisors
Idaho
$61.5K – – –
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$59K +$33.8K +395 +134%
JCM
105
Jacobi Capital Management
Pennsylvania
$55K +$589 +7 +1%
BFEC
106
Benjamin F. Edwards & Company
Missouri
$51K +$591 +7 +1%
PCA
107
Providence Capital Advisors
North Carolina
$51K +$51K +608 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$45K -$41.1K -493 -48%
CFA
109
Carroll Financial Associates
North Carolina
$40K – – –
AFG
110
Albion Financial Group
Utah
$39K +$39K +460 New
VFA
111
Valeo Financial Advisors
Indiana
$38K +$418 +5 +1%
FFA
112
Freedman Financial Associates
Massachusetts
$36K +$36K +432 New
SFS
113
Sowell Financial Services
Arkansas
$35K +$169 +2 +0.5%
CAL
114
Capital Analysts LLC
Pennsylvania
$30K – – –
ADL
115
Asset Dedication LLC
California
$29K – – –
SWA
116
SOA Wealth Advisors
New York
$27K +$27K +319 New
GEA
117
Glen Eagle Advisors
New Jersey
$25.1K – – –
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$25K -$27.6K -325 -53%
NSIM
119
North Star Investment Management
Illinois
$24K – – –
BFG
120
Baron Financial Group
New Jersey
$23.9K +$251 +3 +1%
GWM
121
Geneos Wealth Management
Colorado
$23K – – –
SWM
122
Sugarloaf Wealth Management
Georgia
$22K – – –
TSW
123
Thompson Siegel & Walmsley
Virginia
$20K – – –
POIA
124
Pin Oak Investment Advisors
Texas
$12K – – –
BWM
125
Baystate Wealth Management
Massachusetts
$12K +$12K +147 New
2 3 4
5
6