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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

134 hedge funds and large institutions have $190M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 16 closing their positions.

Holders
134
Holders Change
-4
Holders Change %
-2.9%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
33
Reduced
49
Closed
16
Calls
$1.12M
Puts
–
Net Calls
+$1.12M
Net Calls Change
+$307K

Top Buyers

1
BFG
1
Beacon Financial Group
Texas
$3.33M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.91M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.47M
4
CA
4
Cetera Advisors
Colorado
$1.14M
5
Jane Street
5
Jane Street
New York
$3.95M

Top Sellers

1
JPMPWA
1
J.P. Morgan Private Wealth Advisors
California
$574K
2
Bank of America
2
Bank of America
North Carolina
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.5M
4
Ameriprise
4
Ameriprise
Minnesota
$2.76M
5
SG Americas Securities
5
SG Americas Securities
New York
$563K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.5M 230,348 -40,011 -15%
Wells Fargo
2
Wells Fargo
California
$15.8M 186,451 +5,612 +3%
Bank of America
3
Bank of America
North Carolina
$13M 153,266 -64,464 -30%
UBS Group
4
UBS Group
Switzerland
$10.8M 127,831 -12,312 -9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.47M 100,176 +26,780 +36%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.29M 86,222 -4,304 -5%
JIP
7
Jaffetilchin Investment Partners
Florida
$7.05M 83,424 +1,707 +2%
HCP
8
Holt Capital Partners
Texas
$6.95M 82,145 -215 -0.3%
LPL Financial
9
LPL Financial
California
$5.88M 69,548 +4,131 +6%
LWA
10
Lowe Wealth Advisors
Maryland
$5.88M 69,539 -1,652 -2%
WDL
11
Well Done LLC
Michigan
$5.38M 63,675 -1,134 -2%
Jane Street
12
Jane Street
New York
$3.95M 46,689 +13,479 +41%
Citadel Advisors
13
Citadel Advisors
Florida
$3.91M 46,199 +31,567 +216%
CRC
14
Curi RMB Capital
Illinois
$3.51M 41,570 +213 +0.5%
NFG
15
Nadler Financial Group
Illinois
$3.41M 40,364 -297 -0.7%
BFG
16
Beacon Financial Group
Texas
$3.33M 39,378 +39,378 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.98M 35,206 +6 +0%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.96M 35,063 -4,761 -12%
Ameriprise
19
Ameriprise
Minnesota
$2.76M 32,646 -22,716 -41%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.45M 31,000 +1,660 +6%
VC
21
Vicus Capital
Pennsylvania
$2.18M 25,764 -4,813 -16%
CFA
22
Cahill Financial Advisors
Minnesota
$1.99M 23,568 -1,317 -5%
CWM
23
Capital Wealth Management
Rhode Island
$1.97M 23,355 -105 -0.4%
SFG
24
StrategIQ Financial Group
Indiana
$1.82M 21,522 +465 +2%
MCWS
25
McKinley Carter Wealth Services
West Virginia
$1.79M 21,212 +9 +0%
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