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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

122 hedge funds and large institutions have $218M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 8 closing their positions.

Holders
122
Holders Change
-4
Holders Change %
-3.17%
% of All Funds
3.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
6
Increased
35
Reduced
50
Closed
8
Calls
$1.01M
Puts
$570K
Net Calls
+$437K
Net Calls Change
-$2.1M

Top Buyers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$8.06M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.15M
3
Credit Agricole
3
Credit Agricole
France
$1.36M
4
CAN
4
Cetera Advisor Networks
California
$1.77M
5
BF
5
Blankinship & Foster
California
$701K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.6M
2
ODCM
2
Old Dominion Capital Management
Virginia
$0
3
FIG
3
FundX Investment Group
California
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$985K
5
Citadel Advisors
5
Citadel Advisors
Florida
$444K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.4M 295,828 +827 +0.3%
Bank of America
2
Bank of America
North Carolina
$19.6M 236,914 -202,893 -46%
Wells Fargo
3
Wells Fargo
California
$16.4M 198,928 -7,173 -3%
UBS Group
4
UBS Group
Switzerland
$16.1M 194,939 -9,603 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.15M 98,756 +18,014 +22%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$8.06M 97,656 +82,150 +530%
HCP
7
Holt Capital Partners
Texas
$7.8M 94,517 -400 -0.4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.85M 82,925 +3,137 +4%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.69M 80,979 +645 +0.8%
JWM
10
Jacobus Wealth Management
Wisconsin
$6.54M 79,272 -9,200 -10%
LWA
11
Lowe Wealth Advisors
Maryland
$5.99M 72,575 -1,472 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.52M 66,833 -2,028 -3%
WDL
13
Well Done LLC
Michigan
$4.85M 58,768 -2,216 -4%
LPL Financial
14
LPL Financial
California
$4.76M 57,990 -446 -0.8%
Ameriprise
15
Ameriprise
Minnesota
$3.98M 48,061 +1,430 +3%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.88M 46,948 -464 -1%
NFG
17
Nadler Financial Group
Illinois
$3.82M 46,265 -1,328 -3%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.95M 35,744 -226 -0.6%
VC
19
Vicus Capital
Pennsylvania
$2.67M 32,309 +1,344 +4%
CFA
20
Cahill Financial Advisors
Minnesota
$2.62M 31,777 -205 -0.6%
Jane Street
21
Jane Street
New York
$1.84M 22,341 -559 -2%
BAM
22
Baring Asset Management
United Kingdom
$1.83M 22,159 -100 -0.4%
CAN
23
Cetera Advisor Networks
California
$1.77M 21,431 +13,418 +167%
MCWS
24
McKinley Carter Wealth Services
West Virginia
$1.77M 21,386 -505 -2%
SFG
25
StrategIQ Financial Group
Indiana
$1.76M 21,300 +370 +2%
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