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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $138M invested in WisdomTree US AI Enhanced Value Fund in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 13 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
32
Reduced
45
Closed
13
Calls
$586K
Puts
–
Net Calls
+$586K
Net Calls Change
+$164K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.14M
2
PFS
2
Prospera Financial Services
Texas
$483K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.31M
4
LP
4
LGL Partners
Pennsylvania
$221K
5
SDH
5
Sloy Dahl & Holst
Washington
$218K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$920K
3
Morgan Stanley
3
Morgan Stanley
New York
$12.6M
4
AWM
4
AE Wealth Management
Kansas
$0
5
SS
5
Simplicity Solutions
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.6M 151,016 -21,327 -12%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$12.3M 146,680 -1,120 -0.8%
JIP
3
Jaffetilchin Investment Partners
Florida
$6.93M 82,793 -325 -0.4%
SL
4
Salomon & Ludwin
Virginia
$6.93M 82,755 -9,133 -10%
Bank of America
5
Bank of America
North Carolina
$6.66M 79,521 -4,541 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.04M 60,202 -2,374 -4%
HCP
7
Holt Capital Partners
Texas
$4.08M 48,725 -2,400 -5%
SPIA
8
Steward Partners Investment Advisory
New York
$4.05M 48,398 +2,563 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.52M 42,091 -5,441 -11%
BFG
10
Beacon Financial Group
Texas
$3.47M 40,364 -371 -0.9%
Wells Fargo
11
Wells Fargo
California
$3.35M 39,950 -2,570 -6%
UBS Group
12
UBS Group
Switzerland
$3.1M 36,984 -7,596 -17%
LPL Financial
13
LPL Financial
California
$3.06M 36,546 -3,602 -9%
CAN
14
Cetera Advisor Networks
California
$3.05M 36,370 -2,845 -7%
CRC
15
Curi RMB Capital
Illinois
$2.76M 32,938 -1,665 -5%
Ameriprise
16
Ameriprise
Minnesota
$2.59M 30,906 -7,398 -19%
GHA
17
GW Henssler & Associates
Georgia
$2.36M 28,162 +1,547 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.31M 27,563 +2,938 +12%
WPIC
19
White Pine Investment Company
Michigan
$2.1M 25,125 +1,471 +6%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.97M 23,532 -3,599 -13%
WCM
21
WealthBridge Capital Management
Ohio
$1.97M 23,481 -393 -2%
WDL
22
Well Done LLC
Michigan
$1.94M 23,123 -1,227 -5%
CFA
23
Cahill Financial Advisors
Minnesota
$1.9M 22,702 +85 +0.4%
NFG
24
Nadler Financial Group
Illinois
$1.88M 22,445 -1,375 -6%
BSAM
25
Blue Sky Asset Management
Colorado
$1.66M 19,035 -7,304 -28%
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