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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

135 hedge funds and large institutions have $143M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 60 reducing their positions, and 24 closing their positions.

Holders
135
Holders Change
-19
Holders Change %
-12.34%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
7
Increased
29
Reduced
60
Closed
24
Calls
$1.34M
Puts
–
Net Calls
+$1.34M
Net Calls Change
-$2.65M

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$2.42M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.96M
4
SPIA
4
Steward Partners Investment Advisory
New York
$2.5M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.99M

Top Sellers

1
TC
1
Trilogy Capital
California
$0
2
SS
2
Simplicity Solutions
Minnesota
$0
3
AWM
3
AE Wealth Management
Kansas
$1.68M
4
UBS Group
4
UBS Group
Switzerland
$3.46M
5
SMG
5
Smart Money Group
Texas
$454K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.4M 191,671 +36,975 +24%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$9.62M 148,989 +488 +0.3%
SL
3
Salomon & Ludwin
Virginia
$8.72M 134,963 +9,085 +7%
Bank of America
4
Bank of America
North Carolina
$5.89M 91,133 -6,184 -6%
JIP
5
Jaffetilchin Investment Partners
Florida
$5.47M 84,752 -551 -0.6%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.12M 79,318 -7,701 -9%
HCP
7
Holt Capital Partners
Texas
$4.82M 74,615 -250 -0.3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.96M 61,306 +31,755 +107%
BSAM
9
Blue Sky Asset Management
Colorado
$3.95M 61,096 -2,053 -3%
UBS Group
10
UBS Group
Switzerland
$3.46M 53,626 -35,757 -40%
Wells Fargo
11
Wells Fargo
California
$3.24M 50,156 -1,609 -3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.23M 50,010 -7,843 -14%
LWA
13
Lowe Wealth Advisors
Maryland
$2.92M 45,238 -17,437 -28%
Ameriprise
14
Ameriprise
Minnesota
$2.83M 43,807 -2,001 -4%
LPL Financial
15
LPL Financial
California
$2.8M 43,380 -4,087 -9%
BFG
16
Beacon Financial Group
Texas
$2.75M 41,995 -865 -2%
CAN
17
Cetera Advisor Networks
California
$2.62M 40,593 +24,387 +150%
SPIA
18
Steward Partners Investment Advisory
New York
$2.5M 38,699 +29,833 +336%
WDL
19
Well Done LLC
Michigan
$2.49M 38,490 -5,563 -13%
Osaic Holdings
20
Osaic Holdings
Arizona
$2.42M 48,729 +48,729 New
CRC
21
Curi RMB Capital
Illinois
$2.4M 37,079 -19,423 -34%
Jane Street
22
Jane Street
New York
$2.07M 31,967 +20,181 +171%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$2.06M 31,838 +1 +0%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.99M 30,741 +28,364 +1,193%
AI
25
Atria Investments
North Carolina
$1.82M 28,149 +3,622 +15%
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