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WisdomTree US AI Enhanced Value Fund

132 hedge funds and large institutions have $242M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 16 closing their positions.

Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
2.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
10
Increased
34
Reduced
48
Closed
16
Calls
$2.83M
Puts
Net Calls
+$2.83M
Net Calls Change
+$1.25M
Name Market Value Shares Shares
Change
Shares
Change %
TC
1
Trilogy Capital
California
$36.5M 424,216 -63,439 -13%
Morgan Stanley
2
Morgan Stanley
New York
$13.8M 158,339 -2,407 -1%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$13.1M 150,106 -1,368 -0.9%
SL
4
Salomon & Ludwin
Virginia
$11.8M 135,264 -3,263 -2%
AWM
5
AE Wealth Management
Kansas
$9.59M 109,641 +109,641 New
Bank of America
6
Bank of America
North Carolina
$9.52M 108,911 +7,123 +7%
UBS Group
7
UBS Group
Switzerland
$9.42M 107,740 -2,271 -2%
SS
8
Simplicity Solutions
Minnesota
$7.68M 87,836 +87,836 New
JIP
9
Jaffetilchin Investment Partners
Florida
$7.46M 85,278 +22 +0%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.95M 79,431 +176 +0.2%
HCP
11
Holt Capital Partners
Texas
$6.81M 77,915 -60 -0.1%
LWA
12
Lowe Wealth Advisors
Maryland
$5.47M 62,538 -5,184 -8%
SFG
13
StrategIQ Financial Group
Indiana
$5.13M 58,646 +1,391 +2%
CRC
14
Curi RMB Capital
Illinois
$5.03M 57,549 +8,919 +18%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.93M 56,414 -1,366 -2%
Wells Fargo
16
Wells Fargo
California
$4.55M 51,973 -4,056 -7%
LPL Financial
17
LPL Financial
California
$4.38M 50,097 -922 -2%
Ameriprise
18
Ameriprise
Minnesota
$4.24M 48,431 -5,234 -10%
FGAM
19
Financial Gravity Asset Management
Texas
$4.02M 45,993 +29,873 +185%
WDL
20
Well Done LLC
Michigan
$3.85M 44,048 +3,849 +10%
BFG
21
Beacon Financial Group
Texas
$3.61M 41,580 +178 +0.4%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$2.83M 32,312 -295 -0.9%
NFG
23
Nadler Financial Group
Illinois
$2.23M 25,527 +3 +0%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2.18M 24,996 -43 -0.2%
AI
25
Atria Investments
North Carolina
$2.17M 24,808 +739 +3%