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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

134 hedge funds and large institutions have $190M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
33
Reduced
49
Closed
16
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$307K

Top Buyers

1
BFG
Beacon Financial Group
Texas
$3.33M
2
Citadel Advisors
Citadel Advisors
Florida
$3.91M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.47M
4
CA
Cetera Advisors
Colorado
$1.14M
5
Jane Street
Jane Street
New York
$3.95M

Top Sellers

1
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$574K
2
Bank of America
Bank of America
North Carolina
$13M
3
Morgan Stanley
Morgan Stanley
New York
$19.5M
4
Ameriprise
Ameriprise
Minnesota
$2.76M
5
SG Americas Securities
SG Americas Securities
New York
$563K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$17K – – –
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.9K – – –
CPIG
128
Chicago Partners Investment Group
Illinois
$11K – – –
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$82 +1 +0.9%
AF
130
Allworth Financial
California
$6K – – –
NWM
131
Northwest Wealth Management
Iowa
$6K +$6K +65 New
TWA
132
TCI Wealth Advisors
Arizona
$4K -$21.7K -228 -84%
GI
133
Gradient Investments
Minnesota
$4K -$5.36K -67 -57%
IFWM
134
Institute for Wealth Management
Colorado
– -$886K -10,078 Closed
PPA
135
Parametric Portfolio Associates
Washington
– -$886K -10,029 Closed
SHGA
136
Sand Hill Global Advisors
California
– -$797K -9,018 Closed
SE
137
Summit Equities
New Jersey
– -$427K -4,826 Closed
Creative Planning
138
Creative Planning
Kansas
– -$314K -3,549 Closed
SCM
139
SOL Capital Management
Maryland
– -$292K -3,305 Closed
PAG
140
Private Advisor Group
New Jersey
– -$267K -2,962 Closed
SBH
141
Segall Bryant & Hamill
Illinois
– -$259K -2,925 Closed
LPT
142
Legacy Private Trust
Wisconsin
– -$246K -2,785 Closed
Northern Trust
143
Northern Trust
Illinois
– -$213K -2,412 Closed
BHB
144
Bank Hapoalim BM
Israel
– -$204 -2,306 Closed
KFA
145
Kabarec Financial Advisors
Illinois
– -$110K -1,245 Closed
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
– -$47K -520 Closed
MPWT
147
MassMutual Private Wealth & Trust
Connecticut
– -$33.6K -380 Closed
OWA
148
One Wealth Advisors
California
– -$17K -190 Closed
FNB
149
Farmers National Bank
Kentucky
– -$14K -160 Closed
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