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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

100 hedge funds and large institutions have $272M invested in WisdomTree US AI Enhanced Value Fund in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
100
Holders Change
+7
Holders Change %
+7.53%
% of All Funds
2.9%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
13
Increased
42
Reduced
23
Closed
5
Calls
$330K
Puts
–
Net Calls
+$330K
Net Calls Change
-$573K

Top Buyers

1
HCP
1
Holt Capital Partners
Texas
$6.04M
2
DS
2
DRW Securities
Illinois
$4.38M
3
CFA
3
Cahill Financial Advisors
Minnesota
$2.57M
4
HCM
4
Hollencrest Capital Management
California
$1.66M
5
U
5
UBS
Switzerland
$36.2M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$2.59M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.52M
3
Bank of America
3
Bank of America
North Carolina
$16.6M
4
BII
4
Baring International Investment
United Kingdom
$0
5
TNBTD
5
Trustmark National Bank Trust Department
Mississippi
$0
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$36.2M 526,500 +19,297 +4%
Morgan Stanley
2
Morgan Stanley
New York
$35.8M 519,984 -6,553 -1%
Wells Fargo
3
Wells Fargo
California
$26.5M 384,717 +3,033 +0.8%
Bank of America
4
Bank of America
North Carolina
$16.6M 240,714 -41,614 -15%
NFG
5
Nadler Financial Group
Illinois
$13.1M 189,796 +2,677 +1%
ODCM
6
Old Dominion Capital Management
Virginia
$11.6M 168,564 +2,498 +2%
JWM
7
Jacobus Wealth Management
Wisconsin
$8.76M 127,413 -747 -0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$8.75M 127,262 +13,085 +11%
LPL Financial
9
LPL Financial
California
$6.61M 96,172 -2,835 -3%
HCP
10
Holt Capital Partners
Texas
$6.04M 87,775 +87,775 New
TCM
11
Twele Capital Management
Minnesota
$5.8M 84,326 +4 +0%
SC
12
SouthState Corp
Florida
$5.63M 81,894 -1,173 -1%
PI
13
Placemark Investments
Illinois
$5.55M 80,699 +1,581 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.52M 80,244 -84,117 -51%
JIP
15
Jaffetilchin Investment Partners
Florida
$5.21M 75,709 -128 -0.2%
DS
16
DRW Securities
Illinois
$4.38M 63,717 +48,594 +321%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.63M 52,765 +968 +2%
VF
18
Virtu Financial
New York
$3.21M 46,663 +13,845 +42%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$3.12M 45,301 +5,652 +14%
Ameriprise
20
Ameriprise
Minnesota
$2.91M 42,362 -471 -1%
SI
21
Stephens Inc
Arkansas
$2.73M 39,711 +193 +0.5%
MCWS
22
McKinley Carter Wealth Services
West Virginia
$2.6M 37,941 -3,689 -9%
SG Americas Securities
23
SG Americas Securities
New York
$2.59M 37,619 -227,641 -86%
CFA
24
Cahill Financial Advisors
Minnesota
$2.57M 37,405 +37,405 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.21M 32,076 +10,376 +48%
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