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WisdomTree US AI Enhanced Value Fund

139 hedge funds and large institutions have $233M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 9 closing their positions.

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
3.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
37
Reduced
51
Closed
9
Calls
$1.58M
Puts
Net Calls
+$1.58M
Net Calls Change
+$415K
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$42.2M 487,655 +207,886 +74%
Morgan Stanley
2
Morgan Stanley
New York
$13.8M 160,746 -4,169 -3%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$13M 151,474 -20,690 -12%
SL
4
Salomon & Ludwin
Virginia
$11.9M 138,527 -1,083 -0.8%
UBS Group
5
UBS Group
Switzerland
$9.44M 110,011 +15,890 +17%
Bank of America
6
Bank of America
North Carolina
$8.73M 101,788 -1,931 -2%
JIP
7
Jaffetilchin Investment Partners
Florida
$7.31M 85,256 +24 +0%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.8M 79,255 -2,947 -4%
HCP
9
Holt Capital Partners
Texas
$6.69M 77,975 -125 -0.2%
LWA
10
Lowe Wealth Advisors
Maryland
$5.81M 67,722 -544 -0.8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.96M 57,780 -26,475 -31%
SFG
12
StrategIQ Financial Group
Indiana
$4.91M 57,255 +5,241 +10%
Wells Fargo
13
Wells Fargo
California
$4.81M 56,029 -6,880 -11%
Ameriprise
14
Ameriprise
Minnesota
$4.6M 53,665 -292 -0.5%
LPL Financial
15
LPL Financial
California
$4.38M 51,019 +222 +0.4%
CRC
16
Curi RMB Capital
Illinois
$4.17M 48,630 -765 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.71M 43,236 -41,332 -49%
BFG
18
Beacon Financial Group
Texas
$3.55M 41,402 +1,628 +4%
WDL
19
Well Done LLC
Michigan
$3.45M 40,199 -89 -0.2%
SMG
20
Smart Money Group
Texas
$2.91M 33,976 +2,429 +8%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.8M 32,607 +6 +0%
NFG
22
Nadler Financial Group
Illinois
$2.19M 25,524 +2 +0%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.15M 25,039 -2,158 -8%
RCAG
24
Rehmann Capital Advisory Group
Michigan
$2.05M 23,906 -1,408 -6%
AI
25
Atria Investments
North Carolina
$2M 24,069 +1,952 +9%