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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

139 hedge funds and large institutions have $170M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
28
Reduced
45
Closed
18
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
-$270K

Top Buyers

1
TC
1
Trilogy Capital
California
$10.3M
2
SMG
2
Smart Money Group
Texas
$3.25M
3
CC
3
Claybrook Capital
Massachusetts
$3.11M
4
SFG
4
StrategIQ Financial Group
Indiana
$3.47M
5
IFWM
5
Institute for Wealth Management
Colorado
$762K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
Jane Street
4
Jane Street
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
126
Clarus Wealth Advisors
Arizona
$12K -$8.16K -102 -40%
DWM
127
Doyle Wealth Management
Florida
$11K +$11K +145 New
POIA
128
Pin Oak Investment Advisors
Texas
$11K +$11K +148 New
MG
129
MilWealth Group
Wisconsin
$10.4K +$10.4K +136 New
W
130
WealthOne
New York
$10K +$10K +125 New
CFN
131
Cordasco Financial Network
Florida
$9K – – –
AF
132
Allworth Financial
California
$5K – – –
NWM
133
Northwest Wealth Management
Iowa
$5K – – –
GI
134
Gradient Investments
Minnesota
$4K – – –
TWA
135
TCI Wealth Advisors
Arizona
$3K – – –
NA
136
NewEdge Advisors
Louisiana
$1.04K +$136 +1,762 +15%
CF
137
Centaurus Financial
California
$6 +$6 +455 +7,583%
RJFSA
138
Raymond James Financial Services Advisors
Florida
– -$3.01M -33,306 Closed
CWM
139
Cornerstone Wealth Management
Missouri
– -$375K -31,958 Closed
RCAG
140
Rehmann Capital Advisory Group
Michigan
– -$2.14M -23,635 Closed
Jane Street
141
Jane Street
New York
– -$1.45M -16,016 Closed
JPMPWA
142
J.P. Morgan Private Wealth Advisors
California
– -$583K -6,448 Closed
WLIM
143
White Lighthouse Investment Management
Massachusetts
– -$253K -2,795 Closed
HWA
144
HCR Wealth Advisors
California
– -$219K -2,550 Closed
GT
145
Glenview Trust
Kentucky
– -$229K -2,530 Closed
MCM
146
MAI Capital Management
Ohio
– -$222K -2,450 Closed
AAS
147
Annex Advisory Services
Wisconsin
– -$202K -2,239 Closed
SWP
148
Stratos Wealth Partners
Ohio
– -$182K -2,008 Closed
SFM
149
Signet Financial Management
New Jersey
– -$81K -900 Closed
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
– -$54K -600 Closed
3 4 5
6
7