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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

154 hedge funds and large institutions have $283M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
42
Reduced
35
Closed
7
Calls
$3.99M
Puts
–
Net Calls
+$3.99M
Net Calls Change
+$1.16M

Top Buyers

1
AWM
AE Wealth Management
Kansas
$17.5M
2
SS
Simplicity Solutions
Minnesota
$15.5M
3
TC
Trilogy Capital
California
$41.5M
4
Citadel Advisors
Citadel Advisors
Florida
$2.53M
5
FGAM
Financial Gravity Asset Management
Texas
$5.8M

Top Sellers

1
SFG
StrategIQ Financial Group
Indiana
$3.35M
2
UBS Group
UBS Group
Switzerland
$8.27M
3
VC
Vicus Capital
Pennsylvania
$0
4
Bank of America
Bank of America
North Carolina
$9M
5
RCG
Ruggie Capital Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
126
Orion Portfolio Solutions
Nebraska
$49K +$49K +529 New
VCP
127
Verus Capital Partners
Arizona
$49K +$49K +532 New
ACM
128
Allred Capital Management
Texas
$48.5K +$48.5K +524 New
CFA
129
Carroll Financial Associates
North Carolina
$44K – – –
VFA
130
Valeo Financial Advisors
Indiana
$42K – – –
CAL
131
Capital Analysts LLC
Pennsylvania
$33K – – –
ADL
132
Asset Dedication LLC
California
$32K – – –
SFS
133
Sowell Financial Services
Arkansas
$29K -$287K -3,145 -91%
SCA
134
Stonebridge Capital Advisors
Minnesota
$28K – – –
GEA
135
Glen Eagle Advisors
New Jersey
$27.8K – – –
NSIM
136
North Star Investment Management
Illinois
$27K – – –
CTC
137
Central Trust Company
Missouri
$26K +$26K +284 New
MSFP
138
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
GWM
139
Geneos Wealth Management
Colorado
$23K – – –
TSW
140
Thompson Siegel & Walmsley
Virginia
$22K – – –
FANJ
141
Financial Architects (New Jersey)
New Jersey
$19K – – –
MWC
142
MBM Wealth Consultants
Missouri
$19K – – –
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.5K – – –
HWM
144
Howard Wealth Management
Connecticut
$17K +$17K +185 New
WP
145
WealthShield Partners
North Carolina
$16K – – –
POIA
146
Pin Oak Investment Advisors
Texas
$14K – – –
MAM
147
Meeder Asset Management
Ohio
$12K +$12K +128 New
CFN
148
Cordasco Financial Network
Florida
$11K – – –
FA
149
Faithward Advisors
Pennsylvania
$10K +$10K +105 New
DY
150
Dowling & Yahnke
California
$9K +$9K +100 New
3 4 5
6
7