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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

126 hedge funds and large institutions have $240M invested in WisdomTree US AI Enhanced Value Fund in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
3.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
19
Increased
29
Reduced
47
Closed
8
Calls
$3.02M
Puts
$482K
Net Calls
+$2.54M
Net Calls Change
+$1.38M

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.78M
2
SG Americas Securities
2
SG Americas Securities
New York
$1.69M
3
AIP
3
Ahrens Investment Partners
Louisiana
$1.35M
4
SHGA
4
Sand Hill Global Advisors
California
$1.15M
5
FAM
5
Flaharty Asset Management
Florida
$852K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$16.6M
2
Bank of America
2
Bank of America
North Carolina
$35.3M
3
UBS Group
3
UBS Group
Switzerland
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.7M
5
M&T Bank
5
M&T Bank
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$35.3M 439,807 -49,972 -10%
Morgan Stanley
2
Morgan Stanley
New York
$23.7M 295,001 -7,334 -2%
Wells Fargo
3
Wells Fargo
California
$16.6M 206,101 -64,315 -24%
UBS Group
4
UBS Group
Switzerland
$16.4M 204,542 -11,476 -5%
ODCM
5
Old Dominion Capital Management
Virginia
$11M 137,116 -3,717 -3%
HCP
6
Holt Capital Partners
Texas
$7.62M 94,917 -800 -0.8%
JWM
7
Jacobus Wealth Management
Wisconsin
$7.11M 88,472 -4,470 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.49M 80,742 +2,967 +4%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.45M 80,334 +716 +0.9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.41M 79,788 -631 -0.8%
LWA
11
Lowe Wealth Advisors
Maryland
$5.95M 74,047 -126 -0.2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.53M 68,861 +1,146 +2%
WDL
13
Well Done LLC
Michigan
$4.9M 60,984 +1,816 +3%
LPL Financial
14
LPL Financial
California
$4.75M 58,436 +1,693 +3%
NFG
15
Nadler Financial Group
Illinois
$3.82M 47,593 -1,442 -3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.81M 47,412 +3,243 +7%
Ameriprise
17
Ameriprise
Minnesota
$3.75M 46,631 +2,994 +7%
FIG
18
FundX Investment Group
California
$3.63M 45,197 -3,017 -6%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.89M 35,970 +456 +1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.78M 34,630 +34,630 New
CFA
21
Cahill Financial Advisors
Minnesota
$2.57M 31,982 -2,690 -8%
VC
22
Vicus Capital
Pennsylvania
$2.49M 30,965 -324 -1%
Citadel Advisors
23
Citadel Advisors
Florida
$2.09M 25,988 +9,344 +56%
Jane Street
24
Jane Street
New York
$1.84M 22,900 +1,077 +5%
BAM
25
Baring Asset Management
United Kingdom
$1.8M 22,259 -3,684 -14%
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