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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

154 hedge funds and large institutions have $283M invested in WisdomTree US AI Enhanced Value Fund in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
154
Holders Change
+22
Holders Change %
+16.67%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
42
Reduced
35
Closed
7
Calls
$3.99M
Puts
–
Net Calls
+$3.99M
Net Calls Change
+$1.16M

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$17.5M
2
SS
2
Simplicity Solutions
Minnesota
$15.5M
3
BSAM
3
Blue Sky Asset Management
Colorado
$5.84M
4
TC
4
Trilogy Capital
California
$41.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.53M

Top Sellers

1
SFG
1
StrategIQ Financial Group
Indiana
$3.35M
2
UBS Group
2
UBS Group
Switzerland
$8.27M
3
VC
3
Vicus Capital
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$9M
5
RCG
5
Ruggie Capital Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
1
Trilogy Capital
California
$41.5M 452,105 +27,889 +7%
AWM
2
AE Wealth Management
Kansas
$17.5M 189,565 +79,924 +73%
SS
3
Simplicity Solutions
Minnesota
$15.5M 167,210 +79,374 +90%
Morgan Stanley
4
Morgan Stanley
New York
$14.3M 154,696 -3,643 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$13.7M 148,501 -1,605 -1%
SL
6
Salomon & Ludwin
Virginia
$11.6M 125,878 -9,386 -7%
Bank of America
7
Bank of America
North Carolina
$9M 97,317 -11,594 -11%
UBS Group
8
UBS Group
Switzerland
$8.27M 89,383 -18,357 -17%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.05M 87,019 +7,588 +10%
JIP
10
Jaffetilchin Investment Partners
Florida
$7.89M 85,303 +25 +0%
HCP
11
Holt Capital Partners
Texas
$6.93M 74,865 -3,050 -4%
BSAM
12
Blue Sky Asset Management
Colorado
$5.84M 63,149 +63,149 New
FGAM
13
Financial Gravity Asset Management
Texas
$5.8M 62,678 +16,685 +36%
LWA
14
Lowe Wealth Advisors
Maryland
$5.8M 62,675 +137 +0.2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$5.35M 57,853 +1,439 +3%
CRC
16
Curi RMB Capital
Illinois
$5.23M 56,502 -1,047 -2%
Wells Fargo
17
Wells Fargo
California
$4.79M 51,765 -208 -0.4%
LPL Financial
18
LPL Financial
California
$4.39M 47,467 -2,630 -5%
Ameriprise
19
Ameriprise
Minnesota
$4.24M 45,808 -2,623 -5%
WDL
20
Well Done LLC
Michigan
$4.08M 44,053 +5 +0%
BFG
21
Beacon Financial Group
Texas
$3.97M 42,860 +1,280 +3%
SFG
22
StrategIQ Financial Group
Indiana
$3.35M 36,227 -22,419 -38%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$2.94M 31,837 -475 -1%
SMG
24
Smart Money Group
Texas
$2.78M 30,086 +7,300 +32%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.73M 29,551 +10,116 +52%
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