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WisdomTree US AI Enhanced Value Fund
AIVL

Overview Fund Activity

133 hedge funds and large institutions have $163M invested in WisdomTree US AI Enhanced Value Fund in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 45 reducing their positions, and 10 closing their positions.

Holders
133
Holders Change
+3
Holders Change %
+2.31%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
31
Reduced
45
Closed
10
Calls
$506K
Puts
–
Net Calls
+$506K
Net Calls Change
-$69K

Top Buyers

1
JIP
1
Jaffetilchin Investment Partners
Florida
$15M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.57M
3
Goldman Sachs
3
Goldman Sachs
New York
$628K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.69M
5
FTUS
5
Flow Traders U.S.
New York
$517K

Top Sellers

1
BFG
1
Beacon Financial Group
Texas
$0
2
HCP
2
Holt Capital Partners
Texas
$3.01M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.05M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.8M
5
JWS
5
Juncture Wealth Strategies
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JIP
1
Jaffetilchin Investment Partners
Florida
$15M 165,586 +82,793 +100%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$13.7M 140,777 -4,256 -3%
Morgan Stanley
3
Morgan Stanley
New York
$10.8M 111,102 -9,336 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.45M 97,175 -1,540 -2%
Bank of America
5
Bank of America
North Carolina
$7.76M 79,762 +1,128 +1%
SL
6
Salomon & Ludwin
Virginia
$7.38M 75,878 -4,096 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.69M 68,752 +6,333 +10%
SPIA
8
Steward Partners Investment Advisory
New York
$4.73M 48,679 -175 -0.4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.15M 42,659 -519 -1%
Wells Fargo
10
Wells Fargo
California
$3.9M 40,090 +923 +2%
Ameriprise
11
Ameriprise
Minnesota
$3.83M 39,330 +4,102 +12%
LPL Financial
12
LPL Financial
California
$3.56M 36,553 -917 -2%
UBS Group
13
UBS Group
Switzerland
$3.21M 33,003 -3,121 -9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.05M 31,341 -10,647 -25%
GHA
15
GW Henssler & Associates
Georgia
$3.05M 31,338 +1,597 +5%
HCP
16
Holt Capital Partners
Texas
$3.01M 30,925 -12,200 -28%
CRC
17
Curi RMB Capital
Illinois
$2.91M 29,872 -2,891 -9%
WPIC
18
White Pine Investment Company
Michigan
$2.56M 26,295 +498 +2%
CAN
19
Cetera Advisor Networks
California
$2.32M 23,826 +1,231 +5%
WCM
20
WealthBridge Capital Management
Ohio
$2.21M 22,756 -344 -1%
CFA
21
Cahill Financial Advisors
Minnesota
$2.18M 22,380 -358 -2%
WDL
22
Well Done LLC
Michigan
$2.12M 21,807 -233 -1%
NFG
23
Nadler Financial Group
Illinois
$1.89M 19,390 -1,045 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.88M 19,304 -948 -5%
TCPWM
25
Traverso Chambers Private Wealth Management
California
$1.63M 16,708 +6 +0%
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