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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

132 hedge funds and large institutions have $178M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
29
Reduced
46
Closed
11
Calls
$1.66M
Puts
–
Net Calls
+$1.66M
Net Calls Change
+$830K

Top Buyers

1
TC
1
Trilogy Capital
California
$3.25M
2
CAN
2
Cetera Advisor Networks
California
$1.72M
3
Ameriprise
3
Ameriprise
Minnesota
$4.35M
4
SFG
4
StrategIQ Financial Group
Indiana
$3.01M
5
Jane Street
5
Jane Street
New York
$1.45M

Top Sellers

1
SMG
1
Smart Money Group
Texas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.92M
4
LPL Financial
4
LPL Financial
California
$4.99M
5
UBS Group
5
UBS Group
Switzerland
$10.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.2M 223,205 +1,820 +0.8%
Bank of America
2
Bank of America
North Carolina
$11.8M 129,962 +2,331 +2%
UBS Group
3
UBS Group
Switzerland
$10.3M 113,652 -9,050 -7%
JIP
4
Jaffetilchin Investment Partners
Florida
$7.64M 84,477 +819 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$7.44M 82,282 -4,222 -5%
HCP
6
Holt Capital Partners
Texas
$7.36M 81,400 -675 -0.8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.92M 76,504 -10,381 -12%
LWA
8
Lowe Wealth Advisors
Maryland
$6.29M 69,579 -355 -0.5%
Wells Fargo
9
Wells Fargo
California
$6.23M 68,834 -629 -0.9%
LPL Financial
10
LPL Financial
California
$4.99M 55,125 -9,611 -15%
Ameriprise
11
Ameriprise
Minnesota
$4.35M 48,212 +12,223 +34%
WDL
12
Well Done LLC
Michigan
$3.83M 42,353 -1,625 -4%
BFG
13
Beacon Financial Group
Texas
$3.69M 40,796 -619 -1%
NFG
14
Nadler Financial Group
Illinois
$3.39M 37,447 -2,438 -6%
TC
15
Trilogy Capital
California
$3.25M 35,982 +33,679 +1,462%
CRC
16
Curi RMB Capital
Illinois
$3.25M 35,970 -505 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$3.01M 33,306 -2,139 -6%
SFG
18
StrategIQ Financial Group
Indiana
$3.01M 33,244 +11,863 +55%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.96M 32,685 -50 -0.2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$2.53M 27,983 -3,017 -10%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$2.14M 23,635 +254 +1%
CFA
22
Cahill Financial Advisors
Minnesota
$1.93M 21,347 -2,093 -9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.88M 20,832 +922 +5%
CAN
24
Cetera Advisor Networks
California
$1.72M 19,015 +19,015 New
AIP
25
Ahrens Investment Partners
Louisiana
$1.72M 18,982 +700 +4%
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