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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

115 hedge funds and large institutions have $231M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
8
Increased
37
Reduced
40
Closed
8
Calls
$1.65M
Puts
$495K
Net Calls
+$1.16M
Net Calls Change
+$939K

Top Buyers

1
FIG
1
FundX Investment Group
California
$3.79M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$897K
3
Ameriprise
3
Ameriprise
Minnesota
$3.44M
4
CAN
4
Cetera Advisor Networks
California
$1.02M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.11M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$38.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$930K
3
Wells Fargo
3
Wells Fargo
California
$21.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Jane Street
5
Jane Street
New York
$1.72M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$38.5M 489,779 -46,780 -9%
Morgan Stanley
2
Morgan Stanley
New York
$23.8M 302,335 +392 +0.1%
Wells Fargo
3
Wells Fargo
California
$21.2M 270,416 -28,151 -9%
UBS Group
4
UBS Group
Switzerland
$17M 216,018 +3,429 +2%
ODCM
5
Old Dominion Capital Management
Virginia
$11.1M 140,833 +949 +0.7%
HCP
6
Holt Capital Partners
Texas
$7.52M 95,717 -3,175 -3%
JWM
7
Jacobus Wealth Management
Wisconsin
$7.3M 92,942 -4,960 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.32M 80,419 +1,376 +2%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.26M 79,618 +670 +0.8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.11M 77,775 +6,327 +9%
LWA
11
Lowe Wealth Advisors
Maryland
$5.83M 74,173 -442 -0.6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.32M 67,715 -4,009 -6%
LPL Financial
13
LPL Financial
California
$4.39M 56,743 +4,725 +9%
NFG
14
Nadler Financial Group
Illinois
$3.85M 49,035 -1,648 -3%
FIG
15
FundX Investment Group
California
$3.79M 48,214 +21,173 +78%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.47M 44,169 +846 +2%
Ameriprise
17
Ameriprise
Minnesota
$3.44M 43,637 +7,717 +21%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.79M 35,514 -390 -1%
CFA
19
Cahill Financial Advisors
Minnesota
$2.73M 34,672 -404 -1%
VC
20
Vicus Capital
Pennsylvania
$2.46M 31,289 +104 +0.3%
BAM
21
Baring Asset Management
United Kingdom
$2.02M 25,943 -3,680 -12%
MCWS
22
McKinley Carter Wealth Services
West Virginia
$1.72M 21,884 +6 +0%
Jane Street
23
Jane Street
New York
$1.72M 21,823 -9,012 -29%
SFG
24
StrategIQ Financial Group
Indiana
$1.63M 20,767 -3,102 -13%
RJA
25
Raymond James & Associates
Florida
$1.46M 18,597 +2,538 +16%
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