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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

143 hedge funds and large institutions have $221M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
40
Reduced
42
Closed
13
Calls
$1.37M
Puts
$205K
Net Calls
+$1.16M
Net Calls Change
-$231K

Top Buyers

1
TC
1
Trilogy Capital
California
$23.9M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.2M
3
Jane Street
3
Jane Street
New York
$3.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.47M
5
RCAG
5
Rehmann Capital Advisory Group
Michigan
$2.16M

Top Sellers

1
CC
1
Claybrook Capital
Massachusetts
$0
2
Bank of America
2
Bank of America
North Carolina
$8.87M
3
UBS Group
3
UBS Group
Switzerland
$8.05M
4
CA
4
Cetera Advisors
Colorado
$0
5
SMG
5
Smart Money Group
Texas
$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
126
MBM Wealth Consultants
Missouri
$17K – – –
OWA
127
One Wealth Advisors
California
$16K +$16K +190 New
WP
128
WealthShield Partners
North Carolina
$15K – – –
CWA
129
Clarus Wealth Advisors
Arizona
$13K – – –
POIA
130
Pin Oak Investment Advisors
Texas
$13K – – –
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$12K +$12K +144 New
MG
132
MilWealth Group
Wisconsin
$11.6K – – –
CFN
133
Cordasco Financial Network
Florida
$10K – – –
HGWM
134
Harvest Group Wealth Management
Massachusetts
$8K +$8K +98 New
NWM
135
Northwest Wealth Management
Iowa
$6K – – –
AF
136
Allworth Financial
California
$5K – – –
GI
137
Gradient Investments
Minnesota
$4K – – –
TWA
138
TCI Wealth Advisors
Arizona
$4K – – –
BFG
139
Beacon Financial Group
Texas
$3.4K +$75 +878 +2%
CF
140
Centaurus Financial
California
$2.46K -$2.92K -250 -54%
Koshinski Asset Management
141
Koshinski Asset Management
Illinois
$682 -$7 -80 -1%
CC
142
Claybrook Capital
Massachusetts
– -$3.11M -40,376 Closed
CA
143
Cetera Advisors
Colorado
– -$1.07M -13,809 Closed
LWS
144
Lucia Wealth Services
California
– -$823K -10,689 Closed
EAM
145
Evanson Asset Management
California
– -$440K -5,710 Closed
TSS
146
Two Sigma Securities
New York
– -$387K -5,029 Closed
AIC
147
Ameritas Investment Company
Nebraska
– -$360K -4,679 Closed
PAG
148
Private Advisor Group
New Jersey
– -$202K -2,621 Closed
LNB
149
Ledyard National Bank
– -$31K -400 Closed
RFC
150
Regions Financial Corp
Alabama
– -$19K -250 Closed
3 4 5
6
7