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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

133 hedge funds and large institutions have $163M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
45
Closed
10
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
-$69K

Top Buyers

1
JIP
1
Jaffetilchin Investment Partners
Florida
$15M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.57M
3
Goldman Sachs
3
Goldman Sachs
New York
$628K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.69M
5
FTUS
5
Flow Traders U.S.
New York
$517K

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$0
2
HCP
2
Holt Capital Partners
Texas
$3.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.05M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.8M
5
JWS
5
Juncture Wealth Strategies
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$97K – – –
SBL
102
Sargent Bickham Lagudis
Colorado
$90K – – –
CFGS
103
Concourse Financial Group Securities
Alabama
$90K – – –
S
104
SignatureFD
Georgia
$83K +$585 +6 +0.7%
TAM
105
Townsend Asset Management
North Carolina
$75K +$97 +1 +0.1%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$72K +$30.1K +311 +72%
AIA
107
Arcadia Investment Advisors
Idaho
$71.5K – – –
JCM
108
Jacobi Capital Management
Pennsylvania
$64K +$580 +6 +0.9%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$63K – – –
BFEC
110
Benjamin F. Edwards & Company
Missouri
$59K +$483 +5 +0.8%
SCA
111
Stonebridge Capital Advisors
Minnesota
$57K +$28.5K +301 +100%
CFA
112
Carroll Financial Associates
North Carolina
$47K – – –
AFG
113
Albion Financial Group
Utah
$45K +$45K +460 New
FFA
114
Freedman Financial Associates
Massachusetts
$42K – – –
ADL
115
Asset Dedication LLC
California
$34K – – –
SWA
116
SOA Wealth Advisors
New York
$31K – – –
GEA
117
Glen Eagle Advisors
New Jersey
$29.2K – – –
BFG
118
Baron Financial Group
New Jersey
$28K +$195 +2 +0.7%
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$28K -$12.8K -134 -31%
NSIM
120
North Star Investment Management
Illinois
$28K – – –
SWM
121
Sugarloaf Wealth Management
Georgia
$26K -$2.87K -29 -10%
GWM
122
Geneos Wealth Management
Colorado
$24K – – –
TSW
123
Thompson Siegel & Walmsley
Virginia
$23K – – –
IA
124
IFP Advisors
Florida
$21K +$21K +221 New
APWA
125
Atlas Private Wealth Advisors
New Jersey
$18K – – –
2 3 4
5
6