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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

138 hedge funds and large institutions have $230M invested in WisdomTree US AI Enhanced Value Fund in 2017 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 36 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
138
Holders Change
+20
Holders Change %
+16.95%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
31
Increased
36
Reduced
39
Closed
9
Calls
$1.13M
Puts
$318K
Net Calls
+$809K
Net Calls Change
+$175K

Top Buyers

1
GPW
1
GFS Private Wealth
Florida
$13.6M
2
CRC
2
Curi RMB Capital
Illinois
$3.66M
3
Jane Street
3
Jane Street
New York
$2.94M
4
CWM
4
Capital Wealth Management
Rhode Island
$2.07M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.82M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$6.49M
2
VF
2
Virtu Financial
New York
$0
3
ICOA
3
Investment Centers of America
North Dakota
$0
4
CA
4
Cetera Advisors
Colorado
$0
5
HCP
5
Holt Capital Partners
Texas
$7.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.9M 270,359 +5,810 +2%
Bank of America
2
Bank of America
North Carolina
$19.2M 217,730 -7,689 -3%
Wells Fargo
3
Wells Fargo
California
$16M 180,839 -9,162 -5%
GPW
4
GFS Private Wealth
Florida
$13.6M 153,703 +153,703 New
UBS Group
5
UBS Group
Switzerland
$12.4M 140,143 -4,474 -3%
JPMPWA
6
J.P. Morgan Private Wealth Advisors
California
$10.4M 117,795 +7,402 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8M 90,526 -2,290 -2%
HCP
8
Holt Capital Partners
Texas
$7.28M 82,360 -10,720 -12%
JIP
9
Jaffetilchin Investment Partners
Florida
$7.22M 81,717 -606 -0.7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.49M 73,396 -16,291 -18%
LWA
11
Lowe Wealth Advisors
Maryland
$6.29M 71,191 -207 -0.3%
LPL Financial
12
LPL Financial
California
$5.78M 65,417 +11,849 +22%
WDL
13
Well Done LLC
Michigan
$5.73M 64,809 -4,310 -6%
Ameriprise
14
Ameriprise
Minnesota
$4.89M 55,362 +2,038 +4%
CRC
15
Curi RMB Capital
Illinois
$3.66M 41,357 +41,357 New
NFG
16
Nadler Financial Group
Illinois
$3.59M 40,661 -1,293 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.52M 39,824 +2,755 +7%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$3.11M 35,200 +6 +0%
Jane Street
19
Jane Street
New York
$2.94M 33,210 +28,770 +648%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.82M 31,857 +22,200 +230%
VC
21
Vicus Capital
Pennsylvania
$2.7M 30,577 -751 -2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.59M 29,340 +5,384 +22%
CFA
23
Cahill Financial Advisors
Minnesota
$2.2M 24,885 -2,333 -9%
CWM
24
Capital Wealth Management
Rhode Island
$2.07M 23,460 +23,460 New
SG Americas Securities
25
SG Americas Securities
New York
$1.9M 21,462 -5,835 -21%
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