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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

104 hedge funds and large institutions have $271M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
104
Holders Change
+4
Holders Change %
+4%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
13
Increased
37
Reduced
31
Closed
9
Calls
$3.34M
Puts
–
Net Calls
+$3.34M
Net Calls Change
+$3.01M

Top Buyers

1
JWM
1
Jacobus Wealth Management
Wisconsin
$17.8M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.2M
3
BII
3
Baring International Investment
United Kingdom
$2.06M
4
VKH
4
Virtu KCG Holdings
New York
$1.8M
5
RJA
5
Raymond James & Associates
Florida
$1.35M

Top Sellers

1
DS
1
DRW Securities
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$32.7M
3
Wells Fargo
3
Wells Fargo
California
$23.7M
4
VF
4
Virtu Financial
New York
$0
5
SC
5
SouthState Corp
Florida
$2.91M
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$34.4M 489,978 -36,522 -7%
Morgan Stanley
2
Morgan Stanley
New York
$32.7M 464,959 -55,025 -11%
Wells Fargo
3
Wells Fargo
California
$23.7M 337,093 -47,624 -12%
JWM
4
Jacobus Wealth Management
Wisconsin
$17.8M 256,416 +129,003 +101%
Bank of America
5
Bank of America
North Carolina
$16.7M 237,434 -3,280 -1%
NFG
6
Nadler Financial Group
Illinois
$13M 184,406 -5,390 -3%
ODCM
7
Old Dominion Capital Management
Virginia
$11.5M 164,260 -4,304 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.2M 145,820 +65,576 +82%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.67M 123,386 -3,876 -3%
HCP
10
Holt Capital Partners
Texas
$6.68M 95,150 +7,375 +8%
LPL Financial
11
LPL Financial
California
$6.05M 86,129 -10,043 -10%
TCM
12
Twele Capital Management
Minnesota
$5.95M 84,632 +306 +0.4%
PI
13
Placemark Investments
Illinois
$5.78M 82,213 +1,514 +2%
JIP
14
Jaffetilchin Investment Partners
Florida
$5.35M 76,091 +382 +0.5%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$3.86M 54,919 +2,154 +4%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.06M 43,589 -1,712 -4%
Goldman Sachs
17
Goldman Sachs
New York
$2.99M 42,538 +14,562 +52%
SC
18
SouthState Corp
Florida
$2.91M 41,384 -40,510 -49%
SG Americas Securities
19
SG Americas Securities
New York
$2.87M 40,913 +3,294 +9%
CFA
20
Cahill Financial Advisors
Minnesota
$2.8M 39,827 +2,422 +6%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.13M 30,377 -1,699 -5%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$2.08M 29,554 +3,830 +15%
LIA
23
LBMC Investment Advisors
Tennessee
$2.06M 29,339 +13 +0%
BII
24
Baring International Investment
United Kingdom
$2.06M 29,558 +29,558 New
SI
25
SII Investments
Wisconsin
$2.05M 31,099 +83 +0.3%
1
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