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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

130 hedge funds and large institutions have $155M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 47 reducing their positions, and 12 closing their positions.

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
30
Reduced
47
Closed
12
Calls
$575K
Puts
–
Net Calls
+$575K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.31M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.96M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.24M
4
FFN
4
Focus Financial Network
Minnesota
$847K
5
SWM
5
Spire Wealth Management
Virginia
$738K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.4M
2
BSAM
2
Blue Sky Asset Management
Colorado
$0
3
CAN
3
Cetera Advisor Networks
California
$2.13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
CA
5
Cetera Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$13.7M 145,033 -1,647 -1%
Morgan Stanley
2
Morgan Stanley
New York
$11.4M 120,438 -30,578 -20%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.31M 98,715 +92,466 +1,480%
JIP
4
Jaffetilchin Investment Partners
Florida
$7.81M 82,793 – –
SL
5
Salomon & Ludwin
Virginia
$7.54M 79,974 -2,781 -3%
Bank of America
6
Bank of America
North Carolina
$7.42M 78,634 -887 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.89M 62,419 +2,217 +4%
SPIA
8
Steward Partners Investment Advisory
New York
$4.61M 48,854 +456 +0.9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.07M 43,178 +1,087 +3%
HCP
10
Holt Capital Partners
Texas
$4.07M 43,125 -5,600 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.96M 41,988 +14,425 +52%
Wells Fargo
12
Wells Fargo
California
$3.69M 39,167 -783 -2%
LPL Financial
13
LPL Financial
California
$3.53M 37,470 +924 +3%
BFG
14
Beacon Financial Group
Texas
$3.47M 40,364 – –
UBS Group
15
UBS Group
Switzerland
$3.41M 36,124 -860 -2%
Ameriprise
16
Ameriprise
Minnesota
$3.32M 35,228 +4,322 +14%
CRC
17
Curi RMB Capital
Illinois
$3.09M 32,763 -175 -0.5%
GHA
18
GW Henssler & Associates
Georgia
$2.81M 29,741 +1,579 +6%
WPIC
19
White Pine Investment Company
Michigan
$2.43M 25,797 +672 +3%
WCM
20
WealthBridge Capital Management
Ohio
$2.18M 23,100 -381 -2%
CFA
21
Cahill Financial Advisors
Minnesota
$2.14M 22,738 +36 +0.2%
CAN
22
Cetera Advisor Networks
California
$2.13M 22,595 -13,775 -38%
WDL
23
Well Done LLC
Michigan
$2.08M 22,040 -1,083 -5%
NFG
24
Nadler Financial Group
Illinois
$1.93M 20,435 -2,010 -9%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.91M 20,252 -3,280 -14%
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