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WisdomTree US AI Enhanced Value Fund

126 hedge funds and large institutions have $209M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

52% more call options, than puts

Call options by funds: $749K | Put options by funds: $494K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more funds holding

Funds holding: 122126 (+4)

0.1% less ownership

Funds ownership: 24.12%24.01% (-0.1%)

4% less capital invested

Capital invested by funds: $218M → $209M (-$8.68M)

33% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 48

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
32
Reduced
48
Closed
7
Calls
$749K
Puts
$494K
Net Calls
+$255K
Net Calls Change
-$182K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.6M -$1.71M -20,803 -7%
Bank of America
2
Bank of America
North Carolina
$18.7M -$789K -9,600 -4%
Wells Fargo
3
Wells Fargo
California
$15.7M -$638K -7,771 -4%
UBS Group
4
UBS Group
Switzerland
$13.9M -$2.15M -26,141 -13%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$8.46M +$417K +5,076 +5%
HCP
6
Holt Capital Partners
Texas
$7.68M -$97.5K -1,187 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.55M -$581K -7,074 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.7M -$130K -1,584 -2%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.65M -$11.7K -143 -0.2%
JWM
10
Jacobus Wealth Management
Wisconsin
$6.25M -$272K -3,305 -4%
LWA
11
Lowe Wealth Advisors
Maryland
$5.93M -$43.3K -527 -0.7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.51M +$13.4K +163 +0.2%
WDL
13
Well Done LLC
Michigan
$5.3M +$458K +5,572 +9%
LPL Financial
14
LPL Financial
California
$4.77M -$7.07K -86 -0.1%
Ameriprise
15
Ameriprise
Minnesota
$4.05M +$98.3K +1,197 +2%
NFG
16
Nadler Financial Group
Illinois
$3.66M -$144K -1,758 -4%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.3M -$562K -6,844 -15%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.06M +$2.08M +25,287 +212%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.94M +$493 +6 +0%
Jane Street
20
Jane Street
New York
$2.71M +$870K +10,594 +47%
VC
21
Vicus Capital
Pennsylvania
$2.56M -$102K -1,241 -4%
CFA
22
Cahill Financial Advisors
Minnesota
$2.28M -$332K -4,036 -13%
SG Americas Securities
23
SG Americas Securities
New York
$2.16M +$417K +5,078 +24%
CAN
24
Cetera Advisor Networks
California
$1.91M +$144K +1,750 +8%
SFG
25
StrategIQ Financial Group
Indiana
$1.78M +$27.4K +334 +2%