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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

118 hedge funds and large institutions have $204M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
2
Increased
31
Reduced
46
Closed
8
Calls
$1.01M
Puts
$379K
Net Calls
+$634K
Net Calls Change
+$379K

Top Buyers

1
VF
1
Virtu Financial
New York
$1.42M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.83M
3
FAM
3
Flaharty Asset Management
Florida
$743K
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$9.31M
5
WDL
5
Well Done LLC
Michigan
$5.83M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.13M
2
Jane Street
2
Jane Street
New York
$374K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$814K
4
UBS Group
4
UBS Group
Switzerland
$12.2M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$2.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.3M 264,549 -10,476 -4%
Bank of America
2
Bank of America
North Carolina
$19M 225,419 -1,895 -0.8%
Wells Fargo
3
Wells Fargo
California
$16M 190,001 -1,156 -0.6%
UBS Group
4
UBS Group
Switzerland
$12.2M 144,617 -24,181 -14%
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$9.31M 110,393 +7,661 +7%
HCP
6
Holt Capital Partners
Texas
$7.85M 93,080 -250 -0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$7.83M 92,816 +11,475 +14%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.56M 89,687 -1,995 -2%
JIP
9
Jaffetilchin Investment Partners
Florida
$6.94M 82,323 +1,487 +2%
LWA
10
Lowe Wealth Advisors
Maryland
$6.02M 71,398 -650 -0.9%
WDL
11
Well Done LLC
Michigan
$5.83M 69,119 +4,779 +7%
JWM
12
Jacobus Wealth Management
Wisconsin
$5.53M 65,622 -10,345 -14%
LPL Financial
13
LPL Financial
California
$4.52M 53,568 -4,336 -7%
Ameriprise
14
Ameriprise
Minnesota
$4.5M 53,324 +4,066 +8%
NFG
15
Nadler Financial Group
Illinois
$3.54M 41,954 -2,553 -6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.13M 37,069 -29,927 -45%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.97M 35,194 -556 -2%
VC
18
Vicus Capital
Pennsylvania
$2.64M 31,328 +260 +0.8%
SG Americas Securities
19
SG Americas Securities
New York
$2.3M 27,297 +1,078 +4%
CFA
20
Cahill Financial Advisors
Minnesota
$2.3M 27,218 -523 -2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2.02M 23,956 -16,148 -40%
CAN
22
Cetera Advisor Networks
California
$1.85M 21,949 -1,232 -5%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$1.81M 21,401 +8 +0%
SFG
24
StrategIQ Financial Group
Indiana
$1.8M 21,358 -276 -1%
RJA
25
Raymond James & Associates
Florida
$1.61M 19,055 -663 -3%
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