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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $233M invested in WisdomTree US AI Enhanced Value Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+10
Holders Change %
+9.43%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
19
Increased
19
Reduced
48
Closed
9
Calls
$1.18M
Puts
$3.52M
Net Calls
-$2.33M
Net Calls Change
-$1.89M

Top Buyers

1
WDL
1
Well Done LLC
Michigan
$4.43M
2
LPL Financial
2
LPL Financial
California
$7.23M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.88M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.6M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$5.5M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$230K
2
TCM
2
Twele Capital Management
Minnesota
$3.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$24.2M
4
UBS Group
4
UBS Group
Switzerland
$15.3M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$27.8M 395,341 -12,280 -3%
Morgan Stanley
2
Morgan Stanley
New York
$24.2M 344,571 -17,200 -5%
Bank of America
3
Bank of America
North Carolina
$21.6M 306,788 +4,842 +2%
UBS Group
4
UBS Group
Switzerland
$15.3M 217,016 -16,347 -7%
ODCM
5
Old Dominion Capital Management
Virginia
$10.3M 145,958 -1,434 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.6M 108,082 +31,334 +41%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.27M 103,353 -5,852 -5%
JWM
8
Jacobus Wealth Management
Wisconsin
$7.26M 103,267 -6,698 -6%
LPL Financial
9
LPL Financial
California
$7.23M 102,915 +46,540 +83%
HCP
10
Holt Capital Partners
Texas
$7.04M 100,192 -4,830 -5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.5M 78,310 +21,656 +38%
JIP
12
Jaffetilchin Investment Partners
Florida
$5.47M 77,784 +820 +1%
LWA
13
Lowe Wealth Advisors
Maryland
$5.29M 75,250 -9,329 -11%
WDL
14
Well Done LLC
Michigan
$4.43M 62,960 +62,960 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.36M 62,081 -6,714 -10%
NFG
16
Nadler Financial Group
Illinois
$4.26M 60,630 -6,372 -10%
TCM
17
Twele Capital Management
Minnesota
$3.95M 56,195 -26,834 -32%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$3M 42,618 -658 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$2.88M 40,918 +32,818 +405%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$2.63M 37,364 -12,958 -26%
Jane Street
21
Jane Street
New York
$2.6M 36,920 -8,814 -19%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2.56M 36,405 -193 -0.5%
CFA
23
Cahill Financial Advisors
Minnesota
$2.56M 36,336 -517 -1%
Ameriprise
24
Ameriprise
Minnesota
$2.5M 35,535 +19,733 +125%
BAM
25
Baring Asset Management
United Kingdom
$2.26M 31,966 +1,393 +5%
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