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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

116 hedge funds and large institutions have $239M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
3.1%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
35
Reduced
38
Closed
9
Calls
$1.64M
Puts
$1.43M
Net Calls
+$216K
Net Calls Change
+$6.71M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$41.4M
2
Jane Street
2
Jane Street
New York
$2.38M
3
FIG
3
FundX Investment Group
California
$2.09M
4
AG
4
Advisor Group
Arizona
$974K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$898K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$4.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.3M
3
Wells Fargo
3
Wells Fargo
California
$23M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$0
5
AIG
5
American International Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$41.4M 536,559 +139,517 +35%
Morgan Stanley
2
Morgan Stanley
New York
$23.3M 301,943 -30,239 -9%
Wells Fargo
3
Wells Fargo
California
$23M 298,567 -28,566 -9%
UBS Group
4
UBS Group
Switzerland
$16.4M 212,589 -3,014 -1%
ODCM
5
Old Dominion Capital Management
Virginia
$10.8M 139,884 -8,659 -6%
HCP
6
Holt Capital Partners
Texas
$7.63M 98,892 +900 +0.9%
JWM
7
Jacobus Wealth Management
Wisconsin
$7.55M 97,902 -4,765 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.1M 79,043 +602 +0.8%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.09M 78,948 +630 +0.8%
LWA
10
Lowe Wealth Advisors
Maryland
$5.75M 74,615 -430 -0.6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.53M 71,724 -235 -0.3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.51M 71,448 -5,071 -7%
WDL
13
Well Done LLC
Michigan
$4.59M 59,459 +1,501 +3%
LPL Financial
14
LPL Financial
California
$4.01M 52,018 -56,426 -52%
NFG
15
Nadler Financial Group
Illinois
$3.91M 50,683 -498 -1%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.84M 49,725 -1,272 -2%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.34M 43,323 +1,374 +3%
Ameriprise
18
Ameriprise
Minnesota
$2.89M 35,920 +5,956 +20%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.77M 35,904 +5 +0%
CFA
20
Cahill Financial Advisors
Minnesota
$2.71M 35,076 +88 +0.3%
VC
21
Vicus Capital
Pennsylvania
$2.41M 31,185 +2,187 +8%
Jane Street
22
Jane Street
New York
$2.38M 30,835 +30,835 New
BAM
23
Baring Asset Management
United Kingdom
$2.25M 29,623 -1,110 -4%
FIG
24
FundX Investment Group
California
$2.09M 27,041 +27,041 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.94M 25,205 -6,232 -20%
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