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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

122 hedge funds and large institutions have $218M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
6
Increased
35
Reduced
50
Closed
8
Calls
$1.01M
Puts
$570K
Net Calls
+$437K
Net Calls Change
-$2.1M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$8.06M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.15M
3
Credit Agricole
3
Credit Agricole
France
$1.36M
4
CAN
4
Cetera Advisor Networks
California
$1.77M
5
BF
5
Blankinship & Foster
California
$701K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.6M
2
ODCM
2
Old Dominion Capital Management
Virginia
$0
3
FIG
3
FundX Investment Group
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$985K
5
Citadel Advisors
5
Citadel Advisors
Florida
$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
126
First Horizon Advisors
Tennessee
– -$55K -719 Closed
SFS
127
Sowell Financial Services
Arkansas
– -$26K -318 Closed
AssetMark Inc
128
AssetMark Inc
California
– -$5K -67 Closed
BIG
129
Bellwether Investment Group
Tennessee
– -$3K -40 Closed
2 3 4 5
6