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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $137M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 30 increasing their positions, 51 reducing their positions, and 6 closing their positions.

Holders
130
Holders Change
-3
Holders Change %
-2.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
30
Reduced
51
Closed
6
Calls
$733K
Puts
–
Net Calls
+$733K
Net Calls Change
+$227K

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$2.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.39M
3
TYCC
3
Texas Yale Capital Corp
Florida
$775K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.9M
5
JWS
5
Juncture Wealth Strategies
Arizona
$472K

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$4.05M
2
JIP
2
Jaffetilchin Investment Partners
Florida
$7.78M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.54M
4
Citadel Advisors
4
Citadel Advisors
Florida
$739K
5
Morgan Stanley
5
Morgan Stanley
New York
$9.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
101
Concourse Financial Group Securities
Alabama
$87K – – –
S
102
SignatureFD
Georgia
$81K +$660 +7 +0.8%
TAM
103
Townsend Asset Management
North Carolina
$73K +$94 +1 +0.1%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$70K – – –
AIA
105
Arcadia Investment Advisors
Idaho
$69.1K – – –
JCM
106
Jacobi Capital Management
Pennsylvania
$63K +$472 +5 +0.8%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$58K +$471 +5 +0.8%
CFA
108
Carroll Financial Associates
North Carolina
$45K – – –
AFG
109
Albion Financial Group
Utah
$43K -$188 -2 -0.4%
FFA
110
Freedman Financial Associates
Massachusetts
$41K – – –
ADL
111
Asset Dedication LLC
California
$33K – – –
SWA
112
SOA Wealth Advisors
New York
$29K – – –
GEA
113
Glen Eagle Advisors
New Jersey
$28.2K – – –
SCA
114
Stonebridge Capital Advisors
Minnesota
$28K -$28K -301 -50%
BFG
115
Baron Financial Group
New Jersey
$27.3K +$282 +3 +1%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
NSIM
117
North Star Investment Management
Illinois
$27K – – –
SWM
118
Sugarloaf Wealth Management
Georgia
$25K – – –
GWM
119
Geneos Wealth Management
Colorado
$23K – – –
TSW
120
Thompson Siegel & Walmsley
Virginia
$23K – – –
AF
121
Advisornet Financial
Minnesota
$19K +$19K +205 New
APWA
122
Atlas Private Wealth Advisors
New Jersey
$17K – – –
POIA
123
Pin Oak Investment Advisors
Texas
$14K – – –
WWM
124
Wolff Wiese Magana
California
$12K – – –
Citigroup
125
Citigroup
New York
$9K -$141K -1,562 -94%
2 3 4
5
6