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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

139 hedge funds and large institutions have $170M invested in WisdomTree US AI Enhanced Value Fund in 2018 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 45 reducing their positions, and 18 closing their positions.

Holders
139
Holders Change
+7
Holders Change %
+5.3%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
28
Reduced
45
Closed
18
Calls
$1.39M
Puts
–
Net Calls
+$1.39M
Net Calls Change
-$270K

Top Buyers

1
SL
1
Salomon & Ludwin
Virginia
$10.8M
2
TC
2
Trilogy Capital
California
$10.3M
3
SMG
3
Smart Money Group
Texas
$3.25M
4
CC
4
Claybrook Capital
Massachusetts
$3.11M
5
TCPWM
5
Traverso Chambers Private Wealth Management
California
$1.78M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.3M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
RCAG
3
Rehmann Capital Advisory Group
Michigan
$0
4
Jane Street
4
Jane Street
New York
$0
5
Wells Fargo
5
Wells Fargo
California
$4.66M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.3M 172,569 -50,636 -23%
SL
2
Salomon & Ludwin
Virginia
$10.8M 140,846 +140,846 New
TC
3
Trilogy Capital
California
$10.3M 133,744 +97,762 +272%
Bank of America
4
Bank of America
North Carolina
$10.1M 130,591 +629 +0.5%
UBS Group
5
UBS Group
Switzerland
$8.65M 112,351 -1,301 -1%
JIP
6
Jaffetilchin Investment Partners
Florida
$6.53M 84,766 +289 +0.3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.32M 82,162 -120 -0.1%
HCP
8
Holt Capital Partners
Texas
$6.1M 79,200 -2,200 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.83M 75,754 -750 -1%
LWA
10
Lowe Wealth Advisors
Maryland
$5.32M 69,058 -521 -0.7%
Wells Fargo
11
Wells Fargo
California
$4.66M 60,534 -8,300 -12%
LPL Financial
12
LPL Financial
California
$3.98M 51,744 -3,381 -6%
Ameriprise
13
Ameriprise
Minnesota
$3.98M 51,667 +3,455 +7%
SFG
14
StrategIQ Financial Group
Indiana
$3.47M 45,013 +11,769 +35%
SMG
15
Smart Money Group
Texas
$3.25M 42,175 +42,175 New
WDL
16
Well Done LLC
Michigan
$3.11M 40,376 -1,977 -5%
CC
17
Claybrook Capital
Massachusetts
$3.11M 40,376 +40,376 New
BFG
18
Beacon Financial Group
Texas
$2.98M 38,896 -1,900 -5%
NFG
19
Nadler Financial Group
Illinois
$2.75M 35,653 -1,794 -5%
CRC
20
Curi RMB Capital
Illinois
$2.66M 34,555 -1,415 -4%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.51M 32,598 -87 -0.3%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$2.15M 27,867 -116 -0.4%
TCPWM
23
Traverso Chambers Private Wealth Management
California
$1.78M 23,078 +23,078 New
CFA
24
Cahill Financial Advisors
Minnesota
$1.77M 22,922 +1,575 +7%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.59M 20,589 -243 -1%
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