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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $362M invested in WisdomTree US AI Enhanced Value Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
+9
Holders Change %
+8.26%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
21
Increased
38
Reduced
36
Closed
11
Calls
–
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$779K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$37.8M
2
Bank of America
2
Bank of America
North Carolina
$35.9M
3
LWA
3
Lowe Wealth Advisors
Maryland
$6.62M
4
BTS
4
BB&T Securities
Virginia
$5.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$66.6M

Top Sellers

1
CPO
1
Cerity Partners OCIO
New York
$0
2
SC
2
SouthState Corp
Florida
$1.48M
3
LIA
3
LBMC Investment Advisors
Tennessee
$0
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$10.1M
5
VFS
5
VSR Financial Services
Kansas
$740K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.6M 868,756 +23,577 +3%
UBS Group
2
UBS Group
Switzerland
$37.8M 493,318 +493,318 New
Bank of America
3
Bank of America
North Carolina
$35.9M 468,635 +103,486 +28%
Wells Fargo
4
Wells Fargo
California
$34.3M 447,156 +19,551 +5%
NFG
5
Nadler Financial Group
Illinois
$15.4M 201,308 +3,807 +2%
ODCM
6
Old Dominion Capital Management
Virginia
$12.1M 158,696 -4,401 -3%
Chevy Chase Trust
7
Chevy Chase Trust
Maryland
$10.1M 131,089 -12,972 -9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.63M 125,536 +5,216 +4%
JWM
9
Jacobus Wealth Management
Wisconsin
$9.25M 120,610 -4,298 -3%
HCP
10
Holt Capital Partners
Texas
$7.58M 98,795 +2,465 +3%
LPL Financial
11
LPL Financial
California
$6.65M 86,650 -1,795 -2%
LWA
12
Lowe Wealth Advisors
Maryland
$6.62M 86,338 +86,338 New
PI
13
Placemark Investments
Illinois
$6.51M 84,879 +2,010 +2%
TCM
14
Twele Capital Management
Minnesota
$6.49M 84,578 – –
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.29M 82,004 -1,829 -2%
JIP
16
Jaffetilchin Investment Partners
Florida
$5.9M 76,886 +728 +1%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.46M 71,161 +16,892 +31%
BTS
18
BB&T Securities
Virginia
$5.31M 6,919 +6,919 New
Stifel Financial
19
Stifel Financial
Missouri
$3.83M 49,970 +1,368 +3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$3.4M 44,371 -134 -0.3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.16M 41,200 +21,558 +110%
CFA
22
Cahill Financial Advisors
Minnesota
$3.01M 39,182 +564 +1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.78M 36,297 +5,755 +19%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$2.68M 34,933 +1,000 +3%
AIG
25
American International Group
New York
$2.54M 33,057 +788 +2%
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