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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

135 hedge funds and large institutions have $143M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
-19
Holders Change %
-12.34%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
29
Reduced
60
Closed
24
Calls
$1.34M
Puts
–
Net Calls
+$1.34M
Net Calls Change
-$2.65M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.96M
3
SPIA
Steward Partners Investment Advisory
New York
$2.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.99M
5
CAN
Cetera Advisor Networks
California
$2.62M

Top Sellers

1
TC
Trilogy Capital
California
$0
2
SS
Simplicity Solutions
Minnesota
$0
3
AWM
AE Wealth Management
Kansas
$1.68M
4
UBS Group
UBS Group
Switzerland
$3.46M
5
SMG
Smart Money Group
Texas
$454K
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
126
Pin Oak Investment Advisors
Texas
$10K – – –
CFN
127
Cordasco Financial Network
Florida
$8K – – –
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$57.9K -894 -89%
FA
129
Faithward Advisors
Pennsylvania
$7K – – –
FGAM
130
Financial Gravity Asset Management
Texas
$3.89K -$151 -2,340 -4%
GI
131
Gradient Investments
Minnesota
$3K – – –
TWA
132
TCI Wealth Advisors
Arizona
$3K – – –
NL
133
NVWM LLC
Pennsylvania
$3K – – –
HWA
134
HHM Wealth Advisors
Tennessee
$1K +$1K +15 New
WIM
135
Westside Investment Management
California
$910 +$910 +14,091 New
TC
136
Trilogy Capital
California
– -$41.5M -452,105 Closed
SS
137
Simplicity Solutions
Minnesota
– -$15.5M -167,210 Closed
Brown Advisory
138
Brown Advisory
Maryland
– -$990K -10,694 Closed
BF
139
Blankinship & Foster
California
– -$433K -4,676 Closed
HWA
140
HCR Wealth Advisors
California
– -$430K -4,650 Closed
MCM
141
MAI Capital Management
Ohio
– -$346K -3,741 Closed
MML Investors Services
142
MML Investors Services
Massachusetts
– -$305K -3,295 Closed
LP
143
LGL Partners
Pennsylvania
– -$276K -2,978 Closed
GT
144
Glenview Trust
Kentucky
– -$234K -2,530 Closed
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
– -$219K -2,377 Closed
SDH
146
Sloy Dahl & Holst
Washington
– -$217K -2,353 Closed
PCA
147
Personal Capital Advisors
California
– -$215K -2,329 Closed
SWM
148
Sculati Wealth Management
Michigan
– -$213K -2,306 Closed
EH
149
Equitable Holdings
New York
– -$211K -2,280 Closed
CF
150
Centaurus Financial
California
– -$135K -1,464 Closed
3 4 5
6
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