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WisdomTree US AI Enhanced Value Fund

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.

New
Increased
Maintained
Reduced
Closed

254% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $318K

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more funds holding

Funds holding: 118138 (+20)

13% more capital invested

Capital invested by funds: $204M → $230M (+$26.3M)

2.41% more ownership

Funds ownership: 23.5%25.91% (+2.4%)

8% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 39

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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.9M +$502K +5,810 +2%
Bank of America
2
Bank of America
North Carolina
$19.2M -$665K -7,689 -3%
Wells Fargo
3
Wells Fargo
California
$16M -$792K -9,162 -5%
GPW
4
GFS Private Wealth
Florida
$13.6M +$13.3M +153,703 New
UBS Group
5
UBS Group
Switzerland
$12.4M -$387K -4,474 -3%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$10.4M +$640K +7,402 +7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8M -$198K -2,290 -2%
HCP
8
Holt Capital Partners
Texas
$7.28M -$927K -10,720 -12%
JIP
9
Jaffetilchin Investment Partners
Florida
$7.22M -$52.4K -606 -0.7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.49M -$1.41M -16,291 -18%
LWA
11
Lowe Wealth Advisors
Maryland
$6.29M -$17.9K -207 -0.3%
LPL Financial
12
LPL Financial
California
$5.78M +$1.02M +11,849 +22%
WDL
13
Well Done LLC
Michigan
$5.73M -$373K -4,310 -6%
Ameriprise
14
Ameriprise
Minnesota
$4.89M +$176K +2,038 +4%
CRC
15
Curi RMB Capital
Illinois
$3.66M +$3.58M +41,357 New
NFG
16
Nadler Financial Group
Illinois
$3.59M -$112K -1,293 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.52M +$238K +2,755 +7%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$3.11M +$519 +6 +0%
Jane Street
19
Jane Street
New York
$2.94M +$2.49M +28,770 +648%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.82M +$1.92M +22,200 +230%
VC
21
Vicus Capital
Pennsylvania
$2.7M -$64.9K -751 -2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.59M +$466K +5,384 +22%
CFA
23
Cahill Financial Advisors
Minnesota
$2.2M -$202K -2,333 -9%
CWM
24
Capital Wealth Management
Rhode Island
$2.07M +$2.03M +23,460 New
SG Americas Securities
25
SG Americas Securities
New York
$1.9M -$505K -5,835 -21%