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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $155M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
30
Reduced
47
Closed
12
Calls
$575K
Puts
–
Net Calls
+$575K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.31M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.96M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.24M
4
FFN
4
Focus Financial Network
Minnesota
$847K
5
PFS
5
Prospera Financial Services
Texas
$1.15M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.4M
2
CAN
2
Cetera Advisor Networks
California
$2.13M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
HCP
5
Holt Capital Partners
Texas
$4.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
126
Gradient Investments
Minnesota
$2K – – –
WIM
127
Westside Investment Management
California
$1.8K -$128 -1,362 -7%
FGAM
128
Financial Gravity Asset Management
Texas
$1.1K -$326 -3,458 -23%
IHWM
129
Iron Horse Wealth Management
Iowa
$1K – – –
SWM
130
Sugarloaf Wealth Management
Georgia
$25 +$2 +29 +11%
BSAM
131
Blue Sky Asset Management
Colorado
– -$1.66M -19,035 Closed
Citadel Advisors
132
Citadel Advisors
Florida
– -$1.14M -13,610 Closed
CA
133
Cetera Advisors
Colorado
– -$1.05M -12,499 Closed
HCM
134
Hollencrest Capital Management
California
– -$419K -5,000 Closed
FWM
135
Foresight Wealth Management
Utah
– -$415K -4,960 Closed
NA
136
NewEdge Advisors
Louisiana
– -$294K -3,508 Closed
SDH
137
Sloy Dahl & Holst
Washington
– -$218K -2,353 Closed
BWA
138
Burt Wealth Advisors
Maryland
– -$94K -1,124 Closed
PCA
139
Providence Capital Advisors
North Carolina
– -$51K -608 Closed
CAL
140
Capital Analysts LLC
Pennsylvania
– -$30K -353 Closed
BWM
141
Baystate Wealth Management
Massachusetts
– -$12K -147 Closed
Jones Financial Companies
142
Jones Financial Companies
Missouri
– -$8K -99 Closed
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