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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

124 hedge funds and large institutions have $135M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
51
Closed
17
Calls
$422K
Puts
–
Net Calls
+$422K
Net Calls Change
-$124K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.46M
2
WB
Webster Bank
Connecticut
$1.05M
3
AAS
Avantax Advisory Services
Texas
$299K
4
GHA
GW Henssler & Associates
Georgia
$2.01M
5
WPIC
White Pine Investment Company
Michigan
$1.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
AI
Atria Investments
North Carolina
$0
3
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$119K
4
BSAM
Blue Sky Asset Management
Colorado
$1.99M
5
AWM
AE Wealth Management
Kansas
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13M -$229K -3,037 -2%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$11.1M +$63.9K +847 +0.6%
SL
3
Salomon & Ludwin
Virginia
$6.93M -$881K -11,682 -11%
Bank of America
4
Bank of America
North Carolina
$6.34M -$235K -3,115 -4%
JIP
5
Jaffetilchin Investment Partners
Florida
$6.27M +$226 +3 +0%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.72M -$763K -10,114 -14%
HCP
7
Holt Capital Partners
Texas
$3.86M -$1.33M -17,700 -26%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.59M -$167K -2,220 -4%
SPIA
9
Steward Partners Investment Advisory
New York
$3.46M +$1.96K +26 +0.1%
UBS Group
10
UBS Group
Switzerland
$3.36M -$420K -5,575 -11%
Wells Fargo
11
Wells Fargo
California
$3.21M -$8K -106 -0.2%
Goldman Sachs
12
Goldman Sachs
New York
$3.11M – – –
LPL Financial
13
LPL Financial
California
$3.03M -$429K -5,691 -12%
BFG
14
Beacon Financial Group
Texas
$2.96M – – –
CAN
15
Cetera Advisor Networks
California
$2.96M +$110K +1,464 +4%
Ameriprise
16
Ameriprise
Minnesota
$2.89M -$115K -1,528 -4%
CRC
17
Curi RMB Capital
Illinois
$2.61M -$31.6K -419 -1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.46M +$1.39M +18,395 +130%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.04M -$355K -4,717 -15%
GHA
20
GW Henssler & Associates
Georgia
$2.01M +$215K +2,845 +12%
BSAM
21
Blue Sky Asset Management
Colorado
$1.99M -$1.39M -18,450 -41%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.86M -$653K -8,660 -26%
WDL
23
Well Done LLC
Michigan
$1.84M -$580K -7,695 -24%
WCM
24
WealthBridge Capital Management
Ohio
$1.8M +$25.2K +334 +1%
NFG
25
Nadler Financial Group
Illinois
$1.8M -$20.4K -270 -1%
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