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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

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.

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.15%
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

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.06M
2
Jane Street
2
Jane Street
New York
$2.71M
3
IFWM
3
Institute for Wealth Management
Colorado
$829K
4
PAG
4
Private Advisory Group
Washington
$739K
5
WDL
5
Well Done LLC
Michigan
$5.3M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$13.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.6M
3
Credit Agricole
3
Credit Agricole
France
$0
4
CWM
4
Concert Wealth Management
California
$232K
5
FAM
5
Flaharty Asset Management
Florida
$743
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.6M 275,025 -20,803 -7%
Bank of America
2
Bank of America
North Carolina
$18.7M 227,314 -9,600 -4%
Wells Fargo
3
Wells Fargo
California
$15.7M 191,157 -7,771 -4%
UBS Group
4
UBS Group
Switzerland
$13.9M 168,798 -26,141 -13%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$8.46M 102,732 +5,076 +5%
HCP
6
Holt Capital Partners
Texas
$7.68M 93,330 -1,187 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.55M 91,682 -7,074 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.7M 81,341 -1,584 -2%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.65M 80,836 -143 -0.2%
JWM
10
Jacobus Wealth Management
Wisconsin
$6.25M 75,967 -3,305 -4%
LWA
11
Lowe Wealth Advisors
Maryland
$5.93M 72,048 -527 -0.7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.52M 66,996 +163 +0.2%
WDL
13
Well Done LLC
Michigan
$5.3M 64,340 +5,572 +9%
LPL Financial
14
LPL Financial
California
$4.77M 57,904 -86 -0.1%
Ameriprise
15
Ameriprise
Minnesota
$4.05M 49,258 +1,197 +2%
NFG
16
Nadler Financial Group
Illinois
$3.66M 44,507 -1,758 -4%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.3M 40,104 -6,844 -15%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$3.06M 37,221 +25,287 +212%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.94M 35,750 +6 +0%
Jane Street
20
Jane Street
New York
$2.71M 32,935 +10,594 +47%
VC
21
Vicus Capital
Pennsylvania
$2.56M 31,068 -1,241 -4%
CFA
22
Cahill Financial Advisors
Minnesota
$2.28M 27,741 -4,036 -13%
SG Americas Securities
23
SG Americas Securities
New York
$2.16M 26,219 +5,078 +24%
CAN
24
Cetera Advisor Networks
California
$1.91M 23,181 +1,750 +8%
SFG
25
StrategIQ Financial Group
Indiana
$1.78M 21,634 +334 +2%
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