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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $362M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
38
Reduced
36
Closed
11
Calls
–
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$779K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$35.9M
2
BTS
2
BB&T Securities
Virginia
$5.31M
3
Morgan Stanley
3
Morgan Stanley
New York
$66.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.16M
5
Wells Fargo
5
Wells Fargo
California
$34.3M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
SC
2
SouthState Corp
Florida
$1.48M
3
LIA
3
LBMC Investment Advisors
Tennessee
$0
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$10.1M
5
VFS
5
VSR Financial Services
Kansas
$740K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
AlphaMark Advisors
Kentucky
– -$15K -200 Closed
RIA
127
Regal Investment Advisors
Michigan
– -$7K -100 Closed
2 3 4 5
6