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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

109 hedge funds and large institutions have $432M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
-4
Holders Change %
-3.54%
% of All Funds
3.16%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
7
Increased
42
Reduced
41
Closed
10
Calls
–
Puts
$418K
Net Calls
-$418K
Net Calls Change
-$418K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$62M
2
Wells Fargo
2
Wells Fargo
California
$31.4M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$2.49M
4
BAM
4
Baring Asset Management
United Kingdom
$2.23M
5
NFG
5
Nadler Financial Group
Illinois
$14.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
VKH
2
Virtu KCG Holdings
New York
$555K
3
SG Americas Securities
3
SG Americas Securities
New York
$111K
4
EVM
4
Eaton Vance Management
Massachusetts
$0
5
LIA
5
LBMC Investment Advisors
Tennessee
$1.21M
Name Market Value Shares Shares
Change 		Shares
Change %
ODCM
1
Old Dominion Capital Management
Virginia
$120M 163,097 +1,268 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$62M 845,179 +320,367 +61%
U
3
UBS
Switzerland
$36.6M 498,099 +2,694 +0.5%
Wells Fargo
4
Wells Fargo
California
$31.4M 427,605 +58,631 +16%
Bank of America
5
Bank of America
North Carolina
$26.8M 365,149 +17,221 +5%
NFG
6
Nadler Financial Group
Illinois
$14.5M 197,501 +17,274 +10%
Chevy Chase Trust
7
Chevy Chase Trust
Maryland
$10.6M 144,061 -1,196 -0.8%
JWM
8
Jacobus Wealth Management
Wisconsin
$9.17M 124,908 -2,010 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.83M 120,320 -1,537 -1%
HCP
10
Holt Capital Partners
Texas
$7.07M 96,330 +775 +0.8%
LPL Financial
11
LPL Financial
California
$6.43M 88,445 +3,119 +4%
TCM
12
Twele Capital Management
Minnesota
$6.21M 84,578 -54 -0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.15M 83,833 -738 -0.9%
PI
14
Placemark Investments
Illinois
$6.08M 82,869 +3,151 +4%
JIP
15
Jaffetilchin Investment Partners
Florida
$5.59M 76,158 +629 +0.8%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.98M 54,269 -2,227 -4%
Stifel Financial
17
Stifel Financial
Missouri
$3.57M 48,602 +1,229 +3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3.27M 44,505 -1,068 -2%
CFA
19
Cahill Financial Advisors
Minnesota
$2.84M 38,618 -2,523 -6%
SC
20
SouthState Corp
Florida
$2.59M 35,265 -4,089 -10%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.49M 33,933 +32,874 +3,104%
AIG
22
American International Group
New York
$2.37M 32,269 +1,089 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.24M 30,542 +438 +1%
VC
24
Vicus Capital
Pennsylvania
$2.23M 30,398 +2,935 +11%
BAM
25
Baring Asset Management
United Kingdom
$2.23M 30,285 +30,285 New
1
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