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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

115 hedge funds and large institutions have $232M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 52 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
3.07%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
9
Increased
17
Reduced
52
Closed
9
Calls
$1.67M
Puts
$8.16M
Net Calls
-$6.5M
Net Calls Change
-$4.16M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$30M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.37M
3
KLI
3
Kelman-Lazarov Inc
Tennessee
$917K
4
RCG
4
Ruggie Capital Group
Florida
$851K
5
LNC
5
Lincoln National Corp
Pennsylvania
$603K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$24.7M
2
TCM
2
Twele Capital Management
Minnesota
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$404K
4
Jane Street
4
Jane Street
New York
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$30M 397,042 +90,254 +29%
Morgan Stanley
2
Morgan Stanley
New York
$25.1M 332,182 -12,389 -4%
Wells Fargo
3
Wells Fargo
California
$24.7M 327,133 -68,208 -17%
UBS Group
4
UBS Group
Switzerland
$16.3M 215,603 -1,413 -0.7%
ODCM
5
Old Dominion Capital Management
Virginia
$11.2M 148,543 +2,585 +2%
LPL Financial
6
LPL Financial
California
$8.04M 108,444 +5,529 +5%
JWM
7
Jacobus Wealth Management
Wisconsin
$7.75M 102,667 -600 -0.6%
HCP
8
Holt Capital Partners
Texas
$7.39M 97,992 -2,200 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.92M 78,441 -24,912 -24%
JIP
10
Jaffetilchin Investment Partners
Florida
$5.91M 78,318 +534 +0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.77M 76,519 -31,563 -29%
LWA
12
Lowe Wealth Advisors
Maryland
$5.66M 75,045 -205 -0.3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.43M 71,959 -6,351 -8%
WDL
14
Well Done LLC
Michigan
$4.37M 57,958 -5,002 -8%
NFG
15
Nadler Financial Group
Illinois
$3.86M 51,181 -9,449 -16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.85M 50,997 -11,084 -18%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.17M 41,949 -669 -2%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.71M 35,899 -506 -1%
CFA
19
Cahill Financial Advisors
Minnesota
$2.64M 34,988 -1,348 -4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.37M 31,437 +28,161 +860%
BAM
21
Baring Asset Management
United Kingdom
$2.32M 30,733 -1,233 -4%
Ameriprise
22
Ameriprise
Minnesota
$2.26M 29,964 -5,571 -16%
VC
23
Vicus Capital
Pennsylvania
$2.19M 28,998 -862 -3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$1.75M 23,228 -14,136 -38%
SI
25
SII Investments
Wisconsin
$1.75M 23,114 +1,381 +6%
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