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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

131 hedge funds and large institutions have $172M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 15 closing their positions.

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
13
Increased
39
Reduced
34
Closed
15
Calls
$834K
Puts
–
Net Calls
+$834K
Net Calls Change
-$282K

Top Buyers

1
SMG
1
Smart Money Group
Texas
$4.08M
2
RCAG
2
Rehmann Capital Advisory Group
Michigan
$2.03M
3
SHGA
3
Sand Hill Global Advisors
California
$775K
4
VF
4
Virtu Financial
New York
$632K
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$1.06M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$6.04M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Jane Street
3
Jane Street
New York
$736K
4
Bank of America
4
Bank of America
North Carolina
$11.1M
5
CWM
5
Capital Wealth Management
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.2M 221,385 -8,963 -4%
Bank of America
2
Bank of America
North Carolina
$11.1M 127,631 -25,635 -17%
UBS Group
3
UBS Group
Switzerland
$10.7M 122,702 -5,129 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.55M 86,885 -13,291 -13%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.52M 86,504 +282 +0.3%
JIP
6
Jaffetilchin Investment Partners
Florida
$7.27M 83,658 +234 +0.3%
HCP
7
Holt Capital Partners
Texas
$7.13M 82,075 -70 -0.1%
LWA
8
Lowe Wealth Advisors
Maryland
$6.08M 69,934 +395 +0.6%
Wells Fargo
9
Wells Fargo
California
$6.04M 69,463 -116,988 -63%
LPL Financial
10
LPL Financial
California
$5.63M 64,736 -4,812 -7%
SMG
11
Smart Money Group
Texas
$4.08M 46,939 +46,939 New
WDL
12
Well Done LLC
Michigan
$3.82M 43,978 -19,697 -31%
BFG
13
Beacon Financial Group
Texas
$3.6M 41,415 +2,037 +5%
NFG
14
Nadler Financial Group
Illinois
$3.47M 39,885 -479 -1%
CRC
15
Curi RMB Capital
Illinois
$3.17M 36,475 -5,095 -12%
Ameriprise
16
Ameriprise
Minnesota
$3.13M 35,989 +3,343 +10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.08M 35,445 +382 +1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.84M 32,735 -2,471 -7%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$2.45M 31,000 – –
CFA
20
Cahill Financial Advisors
Minnesota
$2.04M 23,440 -128 -0.5%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$2.03M 23,381 +22,483 +2,504%
SFG
22
StrategIQ Financial Group
Indiana
$1.86M 21,381 -141 -0.7%
MCWS
23
McKinley Carter Wealth Services
West Virginia
$1.84M 21,220 +8 +0%
VC
24
Vicus Capital
Pennsylvania
$1.84M 21,185 -4,579 -18%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.73M 19,910 -929 -4%
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