AIVL icon

WisdomTree US AI Enhanced Value Fund

139 hedge funds and large institutions have $233M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 9 closing their positions.

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
37
Reduced
51
Closed
9
Calls
$1.58M
Puts
Net Calls
+$1.58M
Net Calls Change
+$415K
Name Holding Trade Value Shares
Change
Shares
Change %
MWC
126
MBM Wealth Consultants
Missouri
$17K
CWA
127
Clarus Wealth Advisors
Arizona
$13K
POIA
128
Pin Oak Investment Advisors
Texas
$13K
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$12K
DWM
130
Doyle Wealth Management
Florida
$12K +$12K +145 New
CFN
131
Cordasco Financial Network
Florida
$10K
GSWM
132
Golden State Wealth Management
California
$8K -$11.9K -149 -60%
AF
133
Allworth Financial
California
$5K
MG
134
MilWealth Group
Wisconsin
$4.69K -$6.9K -81 -60%
GI
135
Gradient Investments
Minnesota
$4K
TWA
136
TCI Wealth Advisors
Arizona
$4K
WIM
137
Westside Investment Management
California
$685 +$685 +7,993 New
AA
138
Ancora Advisors
Ohio
-$462K -5,400 Closed
SWM
139
SeaCrest Wealth Management
New York
-$60K -700 Closed
GWMIA
140
Global Wealth Management Investment Advisory
Florida
-$30K -350 Closed
BMM
141
Buffington Mohr McNeal
Idaho
-$24K -275 Closed
BBHC
142
Brown Brothers Harriman & Co
New York
-$17K -200 Closed
OWA
143
One Wealth Advisors
California
-$16K -190 Closed
WP
144
WealthShield Partners
North Carolina
-$15K -175 Closed
HGWM
145
Harvest Group Wealth Management
Massachusetts
-$8K -98 Closed
NWM
146
Northwest Wealth Management
Iowa
-$6K -65 Closed