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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

133 hedge funds and large institutions have $152M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
-2
Holders Change %
-1.48%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
24
Reduced
55
Closed
12
Calls
$546K
Puts
–
Net Calls
+$546K
Net Calls Change
-$797K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.04M
2
SS
2
Simplicity Solutions
Minnesota
$2.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.31M
4
GHA
4
GW Henssler & Associates
Georgia
$1.75M
5
AI
5
Atria Investments
North Carolina
$2.69M

Top Sellers

1
LWA
1
Lowe Wealth Advisors
Maryland
$158K
2
SL
2
Salomon & Ludwin
Virginia
$7.64M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.45M
4
Jane Street
4
Jane Street
New York
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.35M
Name Market Value Shares Shares
Change 		Shares
Change %
POIA
126
Pin Oak Investment Advisors
Texas
$11K 148 – –
FA
127
Faithward Advisors
Pennsylvania
$8K 105 – –
Simplex Trading
128
Simplex Trading
Illinois
$7K 95 +95 New
GI
129
Gradient Investments
Minnesota
$4K 50 – –
TWA
130
TCI Wealth Advisors
Arizona
$3K 42 – –
NL
131
NVWM LLC
Pennsylvania
$3K 46 – –
WIM
132
Westside Investment Management
California
$1.45K 19,663 +5,572 +40%
FGAM
133
Financial Gravity Asset Management
Texas
– – -60,338 Closed
ARG
134
Advisory Resource Group
Oklahoma
– – -10,078 Closed
SMG
135
Smart Money Group
Texas
– – -7,032 Closed
MGWM
136
Marks Group Wealth Management
Minnesota
– – -5,448 Closed
LFAS
137
Level Four Advisory Services
Texas
– – -3,831 Closed
HighTower Advisors
138
HighTower Advisors
Illinois
– – -3,265 Closed
TCOV
139
Trust Company of Vermont
Vermont
– – -2,785 Closed
KFI
140
Key Financial Inc
Pennsylvania
– – -2,435 Closed
AIC
141
Ameritas Investment Company
Nebraska
– – -1,699 Closed
NFG
142
Next Financial Group
Texas
– – -1,201 Closed
CFN
143
Cordasco Financial Network
Florida
– – -121 Closed
PFGIA
144
Patriot Financial Group Insurance Agency
Massachusetts
$0 5 -103 -95%
HWA
145
HHM Wealth Advisors
Tennessee
– – -15 Closed
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