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WisdomTree US AI Enhanced Value Fund

143 hedge funds and large institutions have $221M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
40
Reduced
42
Closed
13
Calls
$1.37M
Puts
$205K
Net Calls
+$1.16M
Net Calls Change
-$231K
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$23.9M 279,769 +146,025 +109%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$14.7M 172,164 +172,164 New
Morgan Stanley
3
Morgan Stanley
New York
$14.1M 164,915 -7,654 -4%
SL
4
Salomon & Ludwin
Virginia
$11.9M 139,610 -1,236 -0.9%
Bank of America
5
Bank of America
North Carolina
$8.87M 103,719 -26,872 -21%
UBS Group
6
UBS Group
Switzerland
$8.05M 94,121 -18,230 -16%
JIP
7
Jaffetilchin Investment Partners
Florida
$7.29M 85,232 +466 +0.5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.23M 84,568 +8,814 +12%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.2M 84,255 +84,255 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.03M 82,202 +40 +0%
HCP
11
Holt Capital Partners
Texas
$6.68M 78,100 -1,100 -1%
LWA
12
Lowe Wealth Advisors
Maryland
$5.84M 68,266 -792 -1%
Wells Fargo
13
Wells Fargo
California
$5.38M 62,909 +2,375 +4%
Ameriprise
14
Ameriprise
Minnesota
$4.61M 53,957 +2,290 +4%
SFG
15
StrategIQ Financial Group
Indiana
$4.45M 52,014 +7,001 +16%
LPL Financial
16
LPL Financial
California
$4.34M 50,797 -947 -2%
CRC
17
Curi RMB Capital
Illinois
$4.22M 49,395 +14,840 +43%
WDL
18
Well Done LLC
Michigan
$3.44M 40,288 -88 -0.2%
Jane Street
19
Jane Street
New York
$3.4M 39,736 +39,736 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$2.79M 32,601 +3 +0%
SMG
21
Smart Money Group
Texas
$2.7M 31,547 -10,628 -25%
Citadel Advisors
22
Citadel Advisors
Florida
$2.47M 28,935 +25,458 +732%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.33M 27,197 -670 -2%
NFG
24
Nadler Financial Group
Illinois
$2.18M 25,522 -10,131 -28%
RCAG
25
Rehmann Capital Advisory Group
Michigan
$2.16M 25,314 +25,314 New