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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

93 hedge funds and large institutions have $261M invested in WisdomTree US AI Enhanced Value Fund in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+2
Holders Change %
+2.2%
% of All Funds
3.02%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
7
Increased
30
Reduced
30
Closed
4
Calls
$903K
Puts
–
Net Calls
+$903K
Net Calls Change
+$903K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$10.5M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$3.3M
3
PI
3
Placemark Investments
Illinois
$5.03M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.3M
5
MFS
5
MSI Financial Services
Massachusetts
$788K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19K
2
U
2
UBS
Switzerland
$32.3M
3
GI
3
Gradient Investments
Minnesota
$262K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.55M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.5M +$609K +9,567 +2%
U
2
UBS
Switzerland
$32.3M -$8.91M -140,059 -22%
Wells Fargo
3
Wells Fargo
California
$24.3M -$800K -12,574 -3%
Bank of America
4
Bank of America
North Carolina
$18M -$2.99M -46,938 -14%
SG Americas Securities
5
SG Americas Securities
New York
$16.9M -$917K -14,408 -5%
NFG
6
Nadler Financial Group
Illinois
$11.9M +$232K +3,650 +2%
ODCM
7
Old Dominion Capital Management
Virginia
$10.6M -$102K -1,599 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.5M +$5.49M +86,351 +111%
JWM
9
Jacobus Wealth Management
Wisconsin
$8.16M -$22.3K -350 -0.3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.27M -$2.1M -33,028 -22%
LPL Financial
11
LPL Financial
California
$6.42M -$874K -13,486 -12%
TCM
12
Twele Capital Management
Minnesota
$5.37M – – –
SC
13
SouthState Corp
Florida
$5.29M -$903K -14,185 -15%
PI
14
Placemark Investments
Illinois
$5.03M +$1.88M +29,501 +59%
JIP
15
Jaffetilchin Investment Partners
Florida
$4.83M +$52.7K +829 +1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.3M +$3.3M +51,797 New
Ameriprise
17
Ameriprise
Minnesota
$2.72M -$1.14M -17,986 -30%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$2.64M -$183K -2,878 -6%
SI
19
SII Investments
Wisconsin
$2.55M +$593K +9,192 +30%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.52M -$79.2K -1,244 -3%
SI
21
Stephens Inc
Arkansas
$2.51M +$98K +1,541 +4%
PAMG
22
Patton Albertson Miller Group
Tennessee
$2.37M -$139K -2,180 -6%
VF
23
Virtu Financial
New York
$2.09M +$254 +4 +0%
CAN
24
Cetera Advisor Networks
California
$1.95M -$439K -6,918 -18%
VFS
25
VSR Financial Services
Kansas
$1.67M +$35.9K +564 +2%
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