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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

133 hedge funds and large institutions have $152M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 55 reducing their positions, and 12 closing their positions.

Holders
133
Holders Change
-2
Holders Change %
-1.48%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
24
Reduced
55
Closed
12
Calls
$546K
Puts
–
Net Calls
+$546K
Net Calls Change
-$797K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$3.04M
2
SS
2
Simplicity Solutions
Minnesota
$2.37M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.31M
4
GHA
4
GW Henssler & Associates
Georgia
$1.75M
5
AI
5
Atria Investments
North Carolina
$2.69M

Top Sellers

1
LWA
1
Lowe Wealth Advisors
Maryland
$158K
2
SL
2
Salomon & Ludwin
Virginia
$7.64M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.45M
4
Jane Street
4
Jane Street
New York
$1.01M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$2.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.9M 175,380 -16,291 -8%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$10.8M 146,953 -2,036 -1%
SL
3
Salomon & Ludwin
Virginia
$7.64M 103,570 -31,393 -23%
Bank of America
4
Bank of America
North Carolina
$6.43M 87,177 -3,956 -4%
JIP
5
Jaffetilchin Investment Partners
Florida
$6.13M 83,115 -1,637 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.36M 72,690 -6,628 -8%
HCP
7
Holt Capital Partners
Texas
$5.07M 68,825 -5,790 -8%
UBS Group
8
UBS Group
Switzerland
$3.7M 50,155 -3,471 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.67M 49,752 -258 -0.5%
LPL Financial
10
LPL Financial
California
$3.38M 45,839 +2,459 +6%
SPIA
11
Steward Partners Investment Advisory
New York
$3.38M 45,809 +7,110 +18%
Citadel Advisors
12
Citadel Advisors
Florida
$3.31M 44,824 +32,048 +251%
BSAM
13
Blue Sky Asset Management
Colorado
$3.3M 44,789 -16,307 -27%
Wells Fargo
14
Wells Fargo
California
$3.14M 42,626 -7,530 -15%
Goldman Sachs
15
Goldman Sachs
New York
$3.04M 41,171 +41,171 New
BFG
16
Beacon Financial Group
Texas
$2.96M 40,735 -1,260 -3%
Ameriprise
17
Ameriprise
Minnesota
$2.95M 39,832 -3,975 -9%
CAN
18
Cetera Advisor Networks
California
$2.78M 37,751 -2,842 -7%
AI
19
Atria Investments
North Carolina
$2.69M 36,511 +8,362 +30%
CRC
20
Curi RMB Capital
Illinois
$2.58M 35,022 -2,057 -6%
AWM
21
AE Wealth Management
Kansas
$2.47M 33,518 +7,587 +29%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.45M 33,285 -28,021 -46%
SS
23
Simplicity Solutions
Minnesota
$2.37M 32,123 +32,123 New
WDL
24
Well Done LLC
Michigan
$2.36M 32,045 -6,445 -17%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.35M 31,848 -16,881 -35%
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