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WisdomTree US AI Enhanced Value Fund
AIVL

91 hedge funds and large institutions have $284M invested in WisdomTree US AI Enhanced Value Fund in 2013 Q2 according to their latest regulatory filings, with 91 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

25.13% more ownership

Funds ownership: 0% → 25.13% (+25%)

Holders
91
Holders Change
+91
Holders Change %
–
% of All Funds
2.97%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
91
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$40.3M +$40.7M +647,262 New
Morgan Stanley
2
Morgan Stanley
New York
$32.2M +$32.5M +516,970 New
Wells Fargo
3
Wells Fargo
California
$24.6M +$24.8M +394,258 New
Bank of America
4
Bank of America
North Carolina
$20.5M +$20.7M +329,266 New
SG Americas Securities
5
SG Americas Securities
New York
$17.4M +$17.6M +279,668 New
NFG
6
Nadler Financial Group
Illinois
$11.4M +$11.5M +183,469 New
ODCM
7
Old Dominion Capital Management
Virginia
$10.4M +$10.6M +167,665 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$10.1M +$10.2M +162,652 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$9.17M +$9.27M +147,205 New
JWM
10
Jacobus Wealth Management
Wisconsin
$8M +$8.09M +128,510 New
LPL Financial
11
LPL Financial
California
$7M +$7.08M +112,493 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.41M +$6.48M +102,975 New
SC
13
SouthState Corp
Florida
$6.06M +$6.12M +97,252 New
GI
14
Gradient Investments
Minnesota
$5.7M +$5.76M +91,548 New
TCM
15
Twele Capital Management
Minnesota
$5.25M +$5.31M +84,322 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.86M +$4.91M +78,010 New
JIP
17
Jaffetilchin Investment Partners
Florida
$4.67M +$4.72M +75,008 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$4.64M +$4.69M +74,585 New
Ameriprise
19
Ameriprise
Minnesota
$3.78M +$3.83M +60,819 New
PI
20
Placemark Investments
Illinois
$3.09M +$3.12M +49,617 New
MCWS
21
McKinley Carter Wealth Services
West Virginia
$2.77M +$2.8M +44,508 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.55M +$2.57M +40,893 New
PAMG
23
Patton Albertson Miller Group
Tennessee
$2.45M +$2.48M +39,355 New
SI
24
Stephens Inc
Arkansas
$2.37M +$2.39M +37,977 New
CAN
25
Cetera Advisor Networks
California
$2.34M +$2.36M +37,556 New
1
2 3 4

AIVL Hedge Fund Activity: Q2 2013 in Review

91 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US AI Enhanced Value Fund (AIVL) for Q2 2013, worth a combined $284M.

Buyers outnumbered sellers: 91 funds opened new AIVL positions and 0 closed out — a net gain of 91 holders — while 0 added to existing stakes and 0 trimmed.

  • 91 institutional investors held WisdomTree US AI Enhanced Value Fund (AIVL) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $284M of WisdomTree US AI Enhanced Value Fund stock for Q2 2013.
  • 91 funds opened new WisdomTree US AI Enhanced Value Fund positions in Q2 2013 and 0 closed out, a net change of +91 holders.

Based on aggregated 13F filings for Q2 2013.